In my past job, it was in the medical realm helping individuals achieve their physical goals and dreams. Now, I've transitioned that same level of care, compassion, education and relationship-building to the financial realm. When working together, I strive to provide my clients an exceptional experience. I am passionate about educating my clients on how I help and what they should expect so that t
hey can make informed decisions about investing their hard-earned money. I feel that each client should leave my office with a sense of comfort, clarity and confidence, not only in what they are investing, but also in whom they are entrusting to help them. I work with clients at every step of life. Whether you're just out of college and need to create a strategy for paying student loans, or are retired and need to know that you have enough to live comfortably in retirement, I'm here to work with you and help you to achieve whatever goal you have. Sometimes, you don't know what financial goals you have. If that's the case, we can sit down and together figure one out. Outside of work, I am a family man. My wife, Summer, and I have been married since 2009, and we have a beautiful and spunky girl together. I love to coach soccer, and I have been volunteering at a Jr. High youth group for 15 years. I believe that community involvement is vital to better yourself and the community to improve your town. I was born and raised in Elk Grove, CA, but I moved to Redding in 2003 to attend college. When I have downtime, I love to travel on road trips, watch sports, cook (and eat!) great food and visit with extended family. I love being on mountains and beaches, and everything in between. I recharge by having some moments of self-reflection and relaxation in nature. Thanks for reading! If you want to know more, give me a call anytime!
