My Beliefs and process:
It’s an honor and a privilege to work as your Advisor. I believe that relationships are built on trust and listening—and your priorities matter most. We have a very talented and experienced team here at GBB and we aim to help deliver outstanding results and service. I draw on 16 years of experience assisting clients in all sorts of planning situations and market conditions.
My process involves thoroughly understanding your situation, constructing a specific financial plan and then executing a durable and sound investment strategy. We will periodically revisit our work to ensure we’re on track!
- Planned and Unplanned Life Events
- Income Planning
- Investment Management
- Tax Sensitive Management
I’m a Sacramento native, and I love our region! I’m a father of three children. Their interests and activities keep me busy. My interests include sports, running each evening, RVing, saltwater fishing, boating, reading and cooking. I have a heart for our local Foster Kids. I used to be one, and I’ve now adopted one. I have a B.A in Economics from UC Davis, and I’m a Certified Financial Planner. ®