I am gratified most by helping people strive to succeed financially. Doing that is rewarding to me because I learn who my clients are, discuss what matters most to them, and help them implement and manage a plan tailored to their goals and needs.
My career began over 20 years ago. I worked for Charles Schwab in the early 1990s after graduating from UC Davis. I attended the University of Pacific McGeorge School of Law, passed California’s Bar Exam, and was an attorney from 2002 to 2005. In 2009 I became a Certified Financial Planning professional.
Prior to joining Genovese Burford & Brothers, I co-founded Placer Summit Financial Group, an independent financial planning and investment management firm located in Roseville, CA. I was a managing partner of that firm until joining GBB as a financial advisor and partner in September 2017.
My wife Cathy and I moved to Roseville in 1996. We both support the Placer SPCA and enjoy golf and travel.
I am an active member of the Rotary Club of Roseville. I joined Rotary in 2012 and served as the Roseville’s club Treasurer from 2014 to 2017. I am the Roseville’s club’s President for the 2019-2020 term.
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*Not registered with Royal Alliance Associates, Inc. and Genovese Burford & Brothers Asset Management.