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Here to act in your best interests
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.
CERTIFIED FINANCIAL PLANNER™
Bachelor of Science, California State University, Sacramento
Visit one of our Locations
Sacramento II - Roseville (West)
2130 Professional Drive
Roseville, CA 95661
Sacramento III - Woodland
712 Main Street
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 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 insight as well as our client service associates who can provide you with additional resources and support.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.