I have been in the financial services industry for over 19 years. My career began in 1994 when I worked for Charles Schwab in Sacramento on Arden Way. I helped Schwab open their office in Roseville in 1996 and served clients there until 2001. In the late ‘90s my intellectual curiosity prodded me to go to law school at night while working at Schwab during the day. I passed California’s bar exam in 2002 and was an attorney until 2005. Litigation work was not for me, so I returned to Schwab and advised clients there from 2005 to 2009. In late 2009, 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.
I met my wife Cathy at UC Davis in 1991. We married and moved to Roseville in 1996. We’ve had a number of furry children over the years, and currently we have three dogs and she has three cats. Cathy and I both support the Placer SPCA in a number of ways. We enjoy travel, and I am trying to convince her to play golf, but appreciate that as hard as golf can be that is a choice she has to make. Ialso enjoy backpacking, and fly fishing.
I am an active member of the Rotary Club of Roseville, having joined in 2012 and served as Treasurer from 2014 to 2017. Currently I am the club’s Vice President on a path to being the club’s President in 2019-2020.
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*Not registered with Royal Alliance Associates, Inc. and Genovese Burford & Brothers Asset Management.