As an LPL Financial Advisor, I have helped a variety of clients and have built a successful practice emphasizing individual investments and business retirement plans.

I have worked with my clients in the financial industry since 1996. My Clientele consists of individuals and small business owners who have ideas of what they'd like to achieve, but simply don't have the time and/or knowledge to plan effectively. Others know a qualified professional can help them with the goal of maximizing investment returns and saving taxes to improve their personal, family, or business financial objectives. I spend time fact-finding and working closely with each client to build a customized investment strategy. My depth of knowledge and many years of experience allow me to help my clients create financial goals and pursue those financial goals.

Originally from Redding, CA, I graduated from Enterprise High School and left for Colorado to attend Western State College in Gunnison, Colorado. I graduated with a double major and a BA in Mass Media/Communications and Business Administration, while enjoying the beautiful state of Colorado as an avid outdoorsman.

I started my practice in Walnut Creek, CA, and moved back to Redding in 2002. I continue to meet with my clients in the East Bay Area. I have 3 kids - twins (a boy and a girl), and an older daughter.

I help people to retire by offering personal service and professional experience with the intention of building long-term relationships. It is my goal to help you grow your money. It is also my desire to make sure all my clients are well-informed, confident, and comfortable with this process and their investment choices. I work with my clients on an individual basis, choosing the investment vehicle I believe is better suited for their financial destination.