I have earned the Accredited Investment Fiduciary and Certified Plan Fiduciary designations in recognition of the education and place we hold for our clients.

My interest in investments started when I was 12 years old, watching Luis Rukeyser’s Wall Street Week on public television, and eventually leading me to become Vice President and Chief Operating Officer of one of Fresno California's few publicly traded companies. That company's core business was travel and when the Great Recession hit, travel went down greatly.  I was ready for a change and decided to view different career options.  Leading my company’s financial path my main priority, but I felt helping individuals with their path would be much more rewarding. This led to an opportunity with Edward Jones.  After nine years at Edward Jones, I began seeking enhanced client options which brought me to LPL in 2020. 

I genuinely enjoy giving back to my community. I am a member of the Rotary Club, Alzheimer’s Association, and Elks.  I also serve as advisory council for the Fresno Madera Area Agency on Aging where we focus on connecting older adults to information, resources, and services.

I am a Madera native but currently live in Clovis with my wife. The kids are grown and out of the nest leaving our miniature schnauzer Annie to run the house. We spend our free time at our Bass Lake home and in the RV enjoying the outdoors.