I am very excited to be a part of the dedicated team of professionals at Wealth Strategies. I bring with me a unique set of skills in the financial services arena that support the company in continuing to provide our clients with the exceptional service and financial advice our clients are accustomed to and deserve.
I have always had a genuine interest in finance and helping people, so financial services is a natural calling for me. After receiving my bachelor’s degree in Finance from San Diego State University, I moved back to the Northern California foothills where I began my career working with an independent Financial Advisor to learn the ropes and gain the appropriate securities and advisory licenses. I then joined a large independent firm of Advisors in Grass Valley, CA and was there for six years.
When I’m not busy keeping up on the latest in financial markets or helping in all aspects of a client’s financial needs, I enjoy spending time with my lovely wife and our beautiful baby girl. Oh, and there’s another one on the way which I already can’t wait to meet! Besides all of that, I have an eclectic variety of hobbies that keep me busy on weekends, which include: fishing, gold panning, cooking, backpacking, mushroom hunting, golfing, too many to list.