I believe that just as physical health is crucial for our well-being, financial health is equally important. With over 19 years of experience in the financial services field, I've witnessed trends come and go. Yet, through it all, I've learned that the key to achieving financial goals lies in sound planning and nurturing ongoing relationships.
My career began with IDS, now Ameriprise Financial Advisors, in Fresno, CA. There, I discovered the importance of considering every aspect of a client's finances before making any recommendations. This holistic approach became the foundation of my practice. I later spent nearly a decade at Great Western Bank and Washington Mutual, where I assisted clients with their investment and insurance needs.
Seeking to expand my impact, I transitioned to become the Vice President of Western Sierra Bank’s financial services division. I was tasked with creating and managing the entire department, leading it to profitability within two years. This experience taught me the value of independence in serving clients without limitations.
This realization led me to Next Level Advisors, where independence and planning are at the heart of my work. I focus on designing and building solutions that help clients, as well as my business associates, reach their next level. It's about crafting strategies that align with their unique financial journeys.
I reside in Roseville with my wife, Julie, and two of our five children. Family is my anchor, and I cherish the time we spend together. Whether it's golfing, exercising, or training for triathlons, I believe in living life to the fullest.