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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Investment Management
  • Estate Planning Strategies
  • Insurance
  • Saving for Education

Education

  • B.S., 1999, Business Administration, California State University, Bakersfield

Community participation

  • Member Renegade Helmet Club
  • Volunteer for Bakersfield Relay for Life
  • National Day of Service-Bakersfield Food Bank
  • 2015 Oildorado Days-Grand Parade Presenting Sponsor

Interests

I am the tenth born of thirteen children and a proud uncle to over twenty nieces and nephews. My wife Anabel and I enjoy devoting our time to family and friends. Enjoy sports, horse racing, wine and travel.

My photos

6 albums
close