I am a Certified Financial Planning professional and hold a MBA with a concentration in Finance from Golden Gate University. A native of Sacramento, I have spent over 20 years in the financial services industry. Prior to joining Genovese Burford & Brothers I founded Placer Summit Financial Group and was a Private Client Consultant for Charles Schwab, both in Roseville, CA.
I take pride working with families and small businesses helping them achieve their investment objectives. A successful relationship begins by listening to the long-term needs and past experiences of each individual client. Only then can a comprehensive plan focused on each goal be developed, implemented and monitored through completion. I believe listening, trust, persistence and service help build a foundation of lasting relationships and success. It is an honor to be the family advisor that lasts multiple generations.
I reside in East Sacramento with my wife Maria and our daughters Sofia and Anabella. I enjoy spending time with family & friends, being outdoors and traveling on adventurous yet relaxing vacations. I also like being part of and giving back to the local community, whether it is coaching my kids’ soccer teams or helping support local organizations that help lead our community forward.
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*Not registered with Royal Alliance Associates, Inc. and Genovese Burford & Brothers Asset Management.