I specialize in implementing an asset allocation approach to investing that focuses on steady and consistent growth with a little bit of individual blue chip stocks mixed in. I enjoy working with my client base which is comprised of retirees, people focused on saving up for retirement, and Sacramento area business owners.
I started as a financial advisor in 2001 shortly after graduating from college. I am a registered financial advisor holding my series 63, series 65, series 7, Series 9/10 (General Securities Sales Supervisor), and my California life and health insurance license. As stated above I graduated from Sacramento State University in 2001 with a Bachelor of Science in Business Administration with an emphasis in finance. Since starting in 2001 I’ve traversed the tail end of the .com bubble, the banking crisis of 2008, and now the Coronavirus Pandemic. Of course we have no idea of what lies ahead but we can assume there will be more challenging times in the future and I look forward to guiding my clients through all of them.
As far as me personally, I have local ties that run deep. I am a third generation Sacramento citizen. I grew up in Carmichael, graduated high school from Del Campo in Fair Oaks, went to ARC and Sac State for college, and now live in Roseville. I was born in Sacramento and look forward to spending the rest of my life in this area.
Raymond James is not affiliated with the above organizations and/or charitable causes.