Investment Advice, Financial PlanningChamber Member
Monday - Friday 8:30 am - 4:30 pm
in West Truckee on Donner Pass Road across from Truckee Elementary School.
My primary goal is to prepare people and help them develop and execute
investment strategies to achieve their financial dreams. A fascination with
economics and financial markets helped spawn my career out of college and still
drives me today as an Edward Jones limited partner who has been helping clients
as a financial advisor since 2010. Helping people and businesses invest over the
decades has taught me that every client has a unique direction that should be
addressed with personalized care. I will invest for you like I do with my closest
friends and family.
Born and raised in Irvine, CA, I was raised by educators who instilled in me an
unwavering appreciation for lifetime learning. My wife, Kara, has a master's degree
and has been teaching elementary and middle school in Reno and Sparks, NV for
over 15 years. Our three children have earned or are currently pursuing college
bachelor and postgraduate degrees.
We have loved living in the Glenshire neighborhood of Truckee, CA since 2001. In
years past, I enjoyed serving the community helping kids as president of the
Truckee High School Boosters Club and local soccer club. My family and I are
grateful for the many outdoor activities that the Tahoe - Truckee area offers:
running (you can find me on the trail snow or shine), hiking, biking, alpine and
Nordic skiing, as well as admiring the spectacular scenery of lakes, streams, stars
and mountains in the Sierra Nevada.
I am a hard-working student of the game, as I have held the CFP® designation
since 2010 and am constantly trying to increase my investment acumen to