picture of a planner

Here to act in your best interests

About me

I started investing as a teenager with money from my lawn mowing business and I have always loved the financial services business because it encourages hard work, imagination and planning for the future. I have a passion for learning, teaching and coaching personal finance.



Retirement Income Certified Professional®


Bachelor of Science, Business - Finance Concentration - California State University, Sacramento

Visit one of our Locations

Sacramento II - Roseville (West)

2130 Professional Drive

Suite 190

Roseville, CA 95661

Sacramento III - Woodland

712 Main Street

Suite 202

Woodland, CA 95695

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

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