I have 25+ years experience as a financial advisor; the past 17 years with Raymond James Financial Services. My licenses include Series 63 (Uniform Securities Agent), Series 65 (Uniform Investment Adviser), Series 4 (Registered Options Principal), Series 7 (General Securities Representative) and Series 24 (General Securities Principal). I am also licensed through the State of California Department of Insurance for Life and Health Insurance.
I specialize in conservative growth approaches that are designed to help build and preserve my client’s financial assets. Clients include individuals, families, retirees, executives, professionals, businesses and charitable organizations of all sizes.
Equally as important to my investment experience is my commitment to community. I have served on the Board of Directors of numerous foundations, endowments, and the following charitable organizations: Sacramento Police and Sheriff's Memorial Foundation; Make-A-Wish Foundation of Sacramento and Northern California; and the YMCA of Superior California.
Currently I underwrite my "Hole" Lotta Love Charity Golf Tournament that benefits a variety of non-profit organizations each year, raising over $50,000 annualy for local deserving children charities.
My involvement with Rotary International goes back over 17 years and includes being the Past President of the Rotary Club of Granite Bay, the Past President of the Rotary Club of North Sacramento and Past President of the Rotary Club of Natomas. I currently hold several Rotary District positions; 2010 - 2014 Rotary District 5180 PolioPlus Chair and Rotary Day at the River Cats Chair.
I was also host of the local radio show "Money Time".
Raymond James is not affiliated with "Money Time" or any of the organizations listed.