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Here to act in your best interests

About me

As a financial planner since 1996, I have a passion to help individuals and their families achieve financial independence, ensuring they can live the retirement they’ve worked hard to earn. For fun, my family loves spending time in the mountains and near the ocean. I’m also an avid runner and enjoy participating in a variety of local running events.



Chartered Retirement Planning Counselor™


Bachelor of Arts, Communications - University of Cincinnati

Visit one of our Locations

Fresno I

9423 N. Fort Washington Road

Suite 104

Fresno, CA 93730

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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