"It takes both patience and enthusiasm to encourage clients to share their dreams. Replacing worry with confidence in their financial future is my goal.”
My career at Willow Creek began nearly three decades ago, and I am incredibly proud of the team we have built and continue to grow. In my experience, it takes both patience and enthusiasm to encourage clients to share their dreams, goals, and financial concerns, and I truly enjoy the conversations I am able to have with our clients.
I'm passionate about creating an environment where clients feel comfortable sharing their dreams and working together to turn those aspirations into achievable, organized action plans – helping them achieve financial peace of mind. Whether clients are planning for retirement, navigating market concerns, or assessing the impact of a life-changing event, I'm here to find solutions, fix problems, and guide them every step of the way.
I am a proud lifelong Sonoma County resident and live in Santa Rosa with my amazing wife, Tiffany. I'm deeply committed to doing my part to make Sonoma County the best place to live and raise a family by supporting our community through volunteerism, having served on various nonprofit boards and committees including Ceres Community Project Board of Directors, Food for Thought, SRJC Foundation Investment Committee, Sonoma County Community Foundation’s Professional Advisory Group, Sixth Street Playhouse, and NorCal Public Media/KRCB Investment Committee. Outside of work and volunteering, I enjoy running, biking, and hiking in Annadel State Park – really doing pretty much anything outdoors!
