I work with HNW individuals and families, with a focus on business owners, athletes, executives and retirees. I offer financial planning services, which allows us to take our relationship to a deeper, more individual level, resulting in a comprehensive strategy tailored to you. Everyone is unique and require an individualized plan. For business owners, we educate clients on their options for business retirement plans, insurance solutions, cash management and exit planning strategies. For our HNW clients, we focus on goal planning, cash management, portfolio allocation, risk and protection as well as estate and wealth transfer strategies. I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. When markets experience volatility, I lean in by increasing client touchpoints, reminding them of their strategy and taking the actions necessary in the current market. I am dedicated to continued self-development in my role. I have earned the Accredited Asset Management Specialist™, Certified Exit Planning Advisor® and Chartered Retirement Plans Specialist™ designations. I am blessed to work with two dedicated senior branch office administrators, Becky Hanna and Erin Morgan. They work hard and laugh often. They are quick to respond to client inquiries and have created a family-like atmosphere in our office. I received a BSBA from Michigan Technological University (magna cm laude), where I earned a scholarship as a running back on the football team. Fun fact: I was inducted into the Nevada Union High School Sports Hall of Fame in 2018. My wife, Janelle, grew up here in Woodland, and we have lived here since 2009. Married since 2008, we are the lucky parents of two boys, Cohen and Rylen. We are active in the community, where I am a member of Woodland Rotary and Yolo County Farm Bureau. Janelle is an active member of the local Omega Nu chapter, which supports providing college scholarships and other community activities. She also volunteers for a variety of high school sports boosters. Give us a call. I look forward to welcoming you to our Edward Jones family. Disclaimer
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