Education and Licenses
- Series 7, 63 and 66 securities exams passed
- CA License #0C38863 for Whole Life, Term Life and Long-Term Care Insurance
Community Involvement
- Member and volunteer at Foothills Church
- Past AWANA International TnT Director, small group leader
- Contributes and provides to Christlike Services financially, corporally, and educationally
- Volunteers at El Dorado County Food Bank
- Mentors small business owners, young men's group and individuals
Personal
As one of nine children, I grew up knowing what it was to be without. The feelings of hunger --physically, materially and financially-- left me eager to lead a life where I would be financially independent and secure. I began by working as hard as I could as early as I could. By the age of 19 I had opened two businesses - Sky's the Limit and Dave's Ren't-a-car followed by a third a few years later, Folsom Funding. Through an encounter with one of my customers, I was invited to enter the world of finance. At the age of 23, I joined the financial industry and became an advisor and have since continued to pursue an education in investments and wealth management. I truly enjoy being able to share all that I have learned, and still continue to learn along the way, with each of my clients. Of the things that I enjoy most is being able to give back by mentoring in my community. I have had the great privilege to be able to educate men and women in a rehabilitation organization, a young men's group and also to individuals - seeing people grab ahold of what has been taught and reorienting their life to meet and exceed their goals is a wonderful feeling.
Supporting me and by my side every day for over 25 years has been my loving wife, Kelly. Together we have raised, to adulthood, three incredible children who we treasure as our favorite people. We strive to live a life filled with kindness, compassion and generosity. I look forward to making more memories and taking adventures, big and small, with my family which include fishing, camping, piloting a small airplane, racquetball, riding motorcycles and traveling.
