ABOUT

Getting a holistic picture of your finances and identifying your next steps isn’t always easy or clear. That’s why I’m here to provide the expertise and support you need.

As a financial professional licensed to offer advisory services, I can take a comprehensive look at your financial landscape and craft a plan to help ensure you’re well-positioned to reach your goals.

Together, we can explore how you can:

• Help strengthen your financial position
• Protect your financial future
• Explore more tax-efficient ways to manage your money
• Build lifelong income
• Give to causes that matter to you
• Make a difference, locally or globally

When not working, I enjoy spending time with my wife and daughter, both public school teachers. Together we focus our lives on trusting and serving God, which is the foundation of our family. I also love the great outdoors and am an accomplished fly-fisherman, mountain biker, skier, and former off-road racer.

Charities and causes I support include Habitat for Humanity, American Heart Association, Miracle Hill Ministries, Rotary International, and Compassion International.

PROFESSIONAL QUALIFICATIONS

• FINRA Series 63 Uniform Securities Agent State Law Exam
• FINRA Series 7 General Securities Representative
• FINRA Series 66 Uniform Combined State Law
• Life & Health Insurance License
• California State Polytechnic University, Business, Finance, Real Estate & Law
• 20+ years providing personalized financial guidance to individuals and organizations
• Former Private Banking and Wealth Management Executive in Denver, CO. Jackson Hole, WY. and Orange County, CA.
• Former Executive Board Member for a number of non-profit organizations