About me
Beginning my professional career in 2013 in employee benefits/insurance services, I extended to an investment advising role in 2018. Coming full circle to provide comprehensive financial planning, I launched my practice with Northwestern Mutual in the spring of 2023.
Authentic, genuine relationships are what matter most to me. I am excited and proud of the work we do. My goal is meet individuals, families, and business owners along their current path, and truly understand their goals and ambitions. From there, we partner with our clients to develop a tailored plan, incorporating world-class investment, insurance, tax, and legal strategies.
I grew up in Rocklin, CA and now reside in the town next door in Lincoln, CA with my wife, Sara, and our children, Raleigh and Brooks. I enjoy family time as much as possible, coaching youth sports, cooking, golfing, and following our N. CA sports teams.
A graduate of CSU, Chico, I spent two years prior to my time there playing baseball for Butte College. My professional designations include Series 7, 66, and CA insurance license.
In todays digitized and automated world, I still believe in the foundation of true, lasting relationships built on trust and thoughtfulness. I'd love to hear your story and be a resource where I can.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
