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.
I have 25+ years’ experience as a financial advisor; the past 21 years with Raymond James Financial Services. I am a Branch Owner and Financial Advisor. 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.
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 annually for local deserving children charities.
My involvement with Rotary International goes back over 20 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’ve held many Rotary District 5180 positions in the past, including Conference Chair, Executive Secretary and Polio Plus Chair. Currently I’m a proud member of what I believe is the Best Rotary Club on the Planet, the Rotary Club of Point West – Sacramento.
*Raymond James is not affiliated with this event.