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