Biography

Ready to focus on your financial goals? I can help you protect your family, business and lifestyle by managing your risks, protecting your assets and planning for your financial future.

 

EXPERIENCE:

·         Worked in the Corporate Finance market from 1998 to 2011

·         Started in the Financial Services industry in 2011

·         Joined Principal Financial Group® in 2018

·         Specialize working with business owners, their families and employees.

 

EDUCATION & CREDENTIALS

·         BA, Commercial Recreation, 1996, California State University Fresno

·         MBA, Finances, 2008, California State University Fresno

·         Series 7 and 66 securities registrations

·         CA Insurance License #0H56044

·         NAIFA member

 

INTERESTS:

Belief and desire underlie everything I do. Helping you work towards becoming financially successful and secure is the reason I became a Financial Advisor and that will drive the work we do together.

·         Regularly compete in marathons, ultramarathons, triathlons and Ironman competitions

·         Member of the San Joaquin Running Tribe, Destination Adventure Racing, Sierra Challenge Express and Team in Training

·         Board of Trustees Vice Chair – the Leukemia & Lymphoma Society Central California

·         Team in Training League Chair – Central California / National Team in Training Advisory Board

·         The lucky father of two sons; Aidan and Ethan

My faith, my boys, my community, my life – it’s what drives me to give it everything I have.