About Me

I began my financial services career in 2000 and joined Stifel in 2019, most recently working at Wells Fargo Advisors and its predecessor firms.

Primarily working with retirees and corporate retirement plans, I earned the Certified 401(k) Professional designation from the Anderson School of Management via coursework at UCLA. I also earned a Bachelor of Science in Business Administration from San Diego University.  Additionally, I hold Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses.

Active in the community, I have been a member of the Exchange Club of Redding for eight years and am a proud volunteer for Upwards Basketball.

When I am not working, you will find me in my Almond Orchard in Artois, California. I am a proud father of three girls and have been married to my wife, Cheryl, for over 20 years. I am passionate about my orchard, hunting, fishing, and watching whatever sport my girls are playing at the time.