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.
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, Inc.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
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