Board President, Placer SPCA 2026
Board President, Rotary Club of Roseville 2026-2027
Board of Directors, Placer Breast Cancer Foundation
Board of Directors, Roseville Area Chamber of Commerce
I began my professional journey as a business executive, dedicating 20 years to honing leadership and strategic skills. Yet, a desire to make a more meaningful impact on people's lives inspired me to transition into financial services. Becoming a CERTIFIED FINANCIAL PLANNER® professional was a rigorous yet rewarding process that equipped me with the expertise to guide clients through complex financial decisions. This second career allows me to blend my business acumen with a passion for helping others pursue financial security.
As a CERTIFIED FINANCIAL PLANNER® professional with over a decade of experience, my focus is on building strong, trusting relationships with my clients. I collaborate closely with individuals and families to develop personalized financial plans that align with their goals and life circumstances. This involves comprehensive financial analysis, investment strategy, retirement planning, and ongoing support to adapt to life's changes. I view myself as a lifelong partner in my clients' financial journeys.
Outside of work, my wife and I are deeply committed to charitable causes, actively supporting numerous nonprofit organizations through donations, volunteering, and serving on boards. This involvement is incredibly fulfilling. I am also passionate about health and wellness, both physical and mental. As an active triathlete, I enjoy outdoor activities like hiking, skiing, running, and traveling. Having grown up as a military brat, I had the privilege of living in Europe, the Middle East, and the Far East, as well as many U.S. cities. For the past 20 years, Roseville, California, has been home, where I continue to enjoy exploring the outdoors and giving back to my community.
The most rewarding part of my job is the opportunity to make a positive difference in my clients' lives. Helping someone pursue financial confidence, navigate challenges, and realize their dreams is incredibly fulfilling. I value the relationships I build and the trust clients place in me. Knowing that my work contributes to their peace of mind and long-term well-being is what motivates me every day.