Life is a gift that my team and I believe offers us the opportunity and responsibility to serve and give back to others. As a Financial Advisor, I help others every day plan and grow so they can achieve their goals and vision for their lives. Our journey originally began in Chico, CA before we moved our home to Sacramento, CA. We take pride in our practice being one that serves clients throughout the United States. This philosophy allows us to have limitless potential for the impact we can make helping our clients, and the people they care for most. We culminate a Strategic & Comprehensive Financial Planning experience focused on Wealth Accumulation, Wealth Distribution & Risk Management to guide individuals and their families to financial security and control of their future. The individuals we serve know our standard is: a growth mindset and family first culture with high levels of energy and fun as we embark on this new chapter of their lives and continue our relationship as their plan grows and needs change.