Rocklin, California 95677
I began my financial planning career in the early 90’s learning how to manage assets and client relationships at the firm A.G. Edwards and Sons, in Sacramento CA. Shortly after marring my midwestern wife, we relocated with A.G. Edwards to Minneapolis MN. It is there that I moved my practice to Raymond James Financial Services as an independent financial
advisor. Raymond James had a greater emphasis toward financial planning, and I was encouraged to hone my financial planning skills and earn my CFP® marks from the Certified Financial Planner Board of Standards. Eight years later, we returned to the warmer weather of Northern California where I went on to earn my Certified Divorce Financial Analyst credentials. As a CDFA®, I’m able to help divorcing individuals navigate through the many financial decisions that must be made during the process and the implications that those decisions may entail.
Professional ActivitiesMy membership affiliations include: past president of the Rotary Club of South Placer, past president of the South Placer Estate Planning Council, Northern California Financial Planning Association, Institute for Divorce Financial Analysts, Collaborative Divorce California, Financial Securities Institute and the Financial Therapist Association.
California State University, Chico - BS Business Administration; 1990
Minnesota State University, Mankato - Certificate in Financial Planning; 2001