I am one of a small number of UBS Financial Advisors who have earned the designation of Wealth Advisor. As a Wealth Advisor, I am eminently qualified to provide highly personalized wealth management services to my clients.

I understand that wealth management is more than just the wide range of financial services and solutions you can access at UBS. It is how those services are developed and delivered to help you pursue your goals. That's why I offer a customized approach to wealth management, built on personal relationships and shaped by an understanding of your needs and aspirations. To help manage your wealth, I call upon the advisory and investment brokerage capabilities of UBS – one of the world's largest wealth management firms.

 I began my career in March of 1985 and shortly thereafter was tested by fire in the unprecedented correction of 1987. Needless to say the years have provided fertile fields (1196, 2002 and 2008 among a few) to hone my investment skills and theories. These years and experiences have confirmed a thought I subscribed to in 1985.Investing, as in life, is about the basics and the details that lead to success.  FINRA registered, I hold Series 3, 7 and 63 licenses, as wells as, licenses for Fixed and Variable Annuities. Over the years I have assisted clients in many areas such as retirement planning, educational funding, charitable giving and estate planning.

A long resident of Fresno, my wife Julie and I have two perfect daughters that consume a majority of our time.

Registered States:
AL, AZ, CA, CO, FL, GA, ID, IN, KS, NC, NV, OH, OR, TN, TX, WA

My focus is to provide clients with complete investment planning. Once a working relationship is established, I will work with you to help you achieve your financial goals.

Throughout my thirteen years in the financial services industry, my focus has always remained the same - to help clients achieve their financial goals and meet their needs.  I have dedicated my time and energy to building strong relationships with clients.

As a Financial Advisor, I am dedicated to helping individuals, families, and businesses develop financial and investment strategies that line up with their needs, their goals, and their risk tolerance. My goal is to provide every client with financial advice that meets their specific needs.  I provide each client with the highest level of personal service while upholding the highest level of professional integrity. I strive to help each one of my clients plan for a financial future in a way that best meets their goals.

Being raised in Fresno, I have a strong commitment to the Central Valley community. My parents have been small business owners in the area, and my siblings have chosen to raise their families in the Fresno area. After having spent a few years in San Diego, I decided to return to the Central Valley, where I am raising my son, Kaleb, and have completed my Bachelor’s Degree in Business Administration at Fresno Pacific University.  

I spend much of my free time with my son, Kaleb and our two dogs. We enjoy trips to the neighborhood park, and spending time with our family and friends. I also volunteer for the local chapter of the Leukemia and Lymphoma Society serving as a co-chair for the Team in Training program. I have completed a full marathon and numerous half marathons with the Central Valley Team in Training program and continue to support events as raise funds for blood cancer research. 

Registered States:
AL, AZ, CA, CO, FL, GA, ID, IN, NC, NV, OR, TN, TX, WA

Registered States:
CA