Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • University of Colorado at Boulder-Leeds School of Business, Bachelor of Science 1998-2002

Previous experience

  • Vice President, Inland Securities Corporation, Oak Brook, IL, 2010-2015
  • Vice President, Inland Securities Corporation, Oak Brook, IL, 2008-2009
  • Regional Vice President, ATEL Securities Corporation, San Francisco, CA, 2004-2007

Interests

Spending time with family including my wife Quinn, my three son's Finnly, Colin & Brady and our two dogs; Mookie & Betts. Creating memories traveling and exploring new places. Lots of fun with friends in the Santa Cruz community. Fond of those long summer days at the beach in Aptos and hitting the Palisades-Tahoe slopes early on chilly winter ski days. And, of course, watching my beloved University of Colorado Buffaloes football team compete in college football.

My photos

4 albums
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