As a Strong Valley Managing Partner, Financial Advisor and Portfolio Analyst, I provide detailed personal financial planning that prioritizes spending, identifies opportunities for additional savings, evaluates tax strategies, factors in the effects of inflation, and protects you from potential financial pitfalls.

Ways I Help Individuals and Families:

• Personalized Financial Planning
• Investment Tax Strategies
• Estate and Trust Services
• Retirement Planning
• Saving for Education

In addition, as a Chartered Retirement Plan Specialist (CRPS®) I have extensive experience consulting with organizations to implement, execute, and administer well-structured retirement plans.

What Sets Strong Valley Apart

We believe a client-advisor relationship is more than just a good financial fit. It’s about connecting on a personal level and building mutual trust over time. It’s about integrity, objective advice, and unwavering concern for the well-being of our clients. That’s our goal with each and every client. These are values shared by the entire Strong Valley team.

We Serve:
Individuals and Families
Company Executives
Medical Industry Professionals
Educators and Administrators
Retirees and Prospective Retirees
Professional Service Providers
Entrepreneurs
Self-Employed Professionals and more

Our Business Clientele includes:
Accounting and CPA Firms
Agribusiness Organizations
Legal Firms and Solo Practitioners
Manufacturers and Product Developers
Medical Groups and Private Practices

Prior to Strong Valley:

• 2009 to 2021 – Wells Fargo, leaving as the Senior Vice President of Investments. 
• 2015 to 2021 – every year recognized as a Premier Advisor, continuously exceeding the Well Fargo Advisors’ measurement standards for business growth, completion of educational components, and professionalism.

Born and raised in Fresno, I value direct involvement with the local community. I am a member of the New Covenant Community Church, and Ducks Unlimited at both the local and state levels.  I devote time to helping kids in the community by coaching a variety of sports teams and serve on the Board of Directors for River Park Little League.  I serve as chairman of the Board of Directors for Fresno/Madera Youth for Christ, sit on the Finance Committee for New Covenant Community Church, sat on the state Board of Directors for Ducks Unlimited, and past board member for the Kiwanis Club of East Fresno.

My wife Shannon and I have two wonderful boys, Tanner and Hunter. I enjoy spending time with my family and getting outdoors for hunting, fishing, and coaching my two boys.