Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Intergenerational Planning
  • Investment Management
  • Retirement Planning Strategies

Education

  • Grand Canyon University - Bachelors of Science in Finance and Economics, 2017-2020

Interests

I was born and raised in Phoenix, Arizona, and graduated from Grand Canyon University. In 2021, I relocated to the Yuba-Sutter area after getting married. As a passionate Arizona sports fan, I enjoy staying engaged with a wide range of sports. Outside of work, I cherish spending time with my wife, daughter and dog. Recently, I 've developed an interest in duck hunting and golf and am dedicated to improving in both. On Sundays, I attend services at Citywalk Church, followed by family dinner night at my in-laws' ranch in Sutter.