As a Financial Advisor at Linker Financial Group, Inc., my primary responsibilities include helping clients become financially organized and creating personalized, comprehensive financial plans to assist them in working towards their financial goals. With over 10 years of planning experience in the financial services industry, I specialize in comprehensive financial planning, which encompasses investment strategies, risk management, retirement planning, healthcare needs planning and estate planning. I hold a bachelor’s degree in finance from Southern New Hampshire University, and a CERTIFIED FINANCIAL PLANNER® designation.
My motivation comes from knowing that my clients can pursue confidence and financial success from excellent financial and investment advice as they work towards their financial goals. My inspiration to enter the financial industry originated from a previous position in healthcare planning, where I realized there were many more aspects of financial planning that I could assist people with.
The aspect I enjoy most about my role is the opportunity to work with individuals from diverse backgrounds, many of whom have become long-term and meaningful relationships. I believe the greatest value I can offer is helping my clients find financial clarity concerning their current and long-term goals.
I reside in my hometown of Fresno, California, with my wife, Jennifer, and our son, Jackson. We also have two dachshunds, Zoey and Zeke. In my free time, I enjoy golfing, playing ice hockey, and playing guitar.