I began working in the financial services industry in 1991 at Sutro & Co., now RBC Wealth Management. While serving a six-year tour in the U.S. Air Force, I worked and studied communications, electronic and mechanical engineering through The College of the Air Force and University of Michigan. I graduated from California State University, Sacramento with a Bachelor of Arts degree in both business administration and finance. I have earned the Accredited Wealth Manager designation at RBC Wealth Management through Michigan State University, where I studied advanced wealth management, concentrating in the areas of business and retirement planning, insurance solutions, charitable giving, advanced investment strategies, and estate and trust planning strategies. I have extensive direct, hands-on and consulting experience in business development and management of small businesses. I hold the Series 7, 63 and 65 licenses as well as a California Insurance License. I am also a member of RBC Wealth Management’s® Fixed Income Advisory Council, The RBC Community Engagement Board and RBC Wealth Management's Chairman's Council.
I am very involved in the community where I live and work, I am a member of the Blackhawk Country Club and Sequoyah Country Club, past president of the Oakland Executive Association, former treasurer of the Oakland Kiwanis, member of the Golden Gate Wine Society, the Keiretsu Forum and the Keiretsu Forum Charitable Foundation. Some of my charitable work includes: Oakland School for the Arts, Hanna Boys Center, The Wheel Chair Foundation, Camp Wamp, Habitat For Humanity, Danville Chamber of Commerce, American Heart Association, Tasajara Schools, Sheppard’s Gate, and Eden Medical Center. I am also a member of the Board of Directors of Tucker Associates Real Estate Services.