ABOUT ME

 

As a Private Wealth Advisor Managing Director, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 1997. I help clients succeed by taking the time to understand who they are as people, what matters most to them in life and how they feel about their current financial situation. Then our team of advisors creates a strategy to help them accomplish their goals while enjoying their lifestyle along the way.

I live in Roseville, and serve clients in Sacramento, San Jose and San Francisco. I enjoy spending time with my family. My wife and I have been married for 18 years and we have two children who are very active in school, sports and church. We enjoy an active lifestyle through all forms of exercise, serving at our church but also some lazy family nights and weekends.

My area of focus: Business owners, Executives, Wealth creators

Education

  • California State University-Sacramento: Bachelor of Arts, interpersonal communications
MY OFFICE

 

621 Capitol Mall
Sacramento, CA 95814

advisor address map to621 Capitol Mall
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About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.