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My Beliefs and Process:

For as long as I can remember, I have had a passion for finding solutions to complex scenarios.  Fifteen years ago, I began to focus that interest on helping clients plan for their long-term financial goals.  Over that time, I have had the honor of helping many clients develop financial plans that put them in a better position to enjoy the life they have imagined.  It is tremendously rewarding for me to know that I have put my clients on a path to a better financial future.

My process begins by taking the time to truly understand your unique situation so we can create a plan that specifically addresses your goals and any challenges you may face, now and in the future.  Once your plan is in place, I will work with you to implement an investment strategy that will best help you achieve your long-term goals.  As with any plan, I understand how things can change, which is why we will meet regularly to make sure your plan stays on track.


  • Retirement Planning
  • Income Planning
  • Financial Planning
  • Investment Management
  • Tax-Sensitive Investment Management


About Me:

I was born and raised in the Sacramento area and cannot think of a better place to raise my family.   I am married and have two wonderful children.  Most of my spare time is spent attending my children’s sporting events.  When I do have a free weekend, I enjoy camping, saltwater fishing, road trips, watching our local sports teams and cooking.  I have a B.A. in Economics from UC Davis.

My Experience:

  • 2020-Present – Genovese, Burford & Brothers
  • 2006-2020 – Fidelity Investments
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