I have always been fascinated by the financial industry and helping people, so a career in wealth management is a perfect fit for me. I joined Addison Avenue in 2011 and service the investment needs of clients in the Roseville region. My areas of expertise include working with local employees of global hi-tech firms to create long-term plans for retirement, education planning, investment analysis, and risk management.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, I am held to a fiduciary standard of care. Aside from retirement planning, I specialize in investment management, and rollover services for 401(k) plans. I can also help employees navigate their stock plans and strategize how to build net worth while minimizing taxes.1 I take a personalized investment approach in order to provide my clients with comprehensive financial advice that adheres to their goals. Though I am incredibly focused on all aspects of financial research and analysis, working with clients one-on-one is where I thrive.
I received a Bachelor of Science in Business Administration from the University of Redlands, and a Certificate in Financial Planning from San Diego State University.
I grew up in St. Helena and Incline Village, and currently reside in Newcastle with my wife, Lauren, our son, Benjamin and our yellow lab, Lucy. Outside the workplace, I enjoy CrossFit, outdoor activities, and spending time with family and fiends.
If you need advice or a second opinion, contact me. I look forward to meeting you.
Qualifications: holds series 7 and 66 securities licenses; life and health insurance licensed with variable endorsements. CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements. The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Technology Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors.
1 Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax or legal matters, these matters should be discussed with the appropriate professional. 1 For specific tax or legal advice, please consult an appropriate professional. 2 SHOOK Research considered advisors born in 1980 or later with a minimum 4 years relevant experience. Advisors have built their own practices and lead their teams; joined teams and are viewed as future leadership; or a combination of both. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criteria because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Out of 6,389 advisors considered, 1,489 made the final list in 2019. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.