Experience

Sierra Ridge Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• President & Co-Founder

  • Apr 2018 - Present

  Northern CA Sierra Ridge Wealth Management is a full-service financial firm committed to helping people achieve their financial goals. Reaching your long-term financial objectives hinges on having the right plan -- one that fits your unique circumstances and grows with you. Planning your financial future can be a daunting task. That's where Sierra Ridge Wealth Management comes in. Whether your concern is not having enough money to last throughout your retirement or preserving your assets from inflation, we can help you. We provide a fully integrated approach to building and protecting your wealth, including customized portfolio management strategies and asset preservation structures. We work with you to reach new heights together. Securities and investment advisory services offered through NEXT Financial Group, Inc. (“NEXT”), Member FINRA/SIPC. Sierra Ridge Wealth Management is not an affiliate of NEXT. To view other important client information, visit www.nextfinancial.com. Any posts on this site may not reflect the views or opinions of NEXT. www.sierraridgewealth.com



Waddell & Reed

• Sacramento, Lodi and Stockton

• Managing Principal

  • Nov 2008 - Apr 2018

  As the Managing Principal of the Sacramento and Stockton offices of Waddell & Reed, I work to develop a team of financial advisors and office staff. Some of my day-to-day activities include: • Recruiting, selection and licensing of field leaders and financial advisors to one of two Waddell & Reed platforms. • Coaching financial advisors as they seek to build efficient, unique and growing practices. • Removing roadblocks that impede field leader and financial advisor success. • Executing frontline supervision, identifying and addressing supervisory issues as needed. • Guiding financial advisors in developing succession strategies as they plan for their own retirement. • Encouraging financial advisors to maintain a balanced approach to business and personal goals.



Ameriprise Financial Services

• Walnut Creek, Redwood Shores and San Francisco

• Field Vice President

  • Apr 2001 - Feb 2008



Wells Fargo Bank

• Millbrae, Serramonte, Santa Barbara and Burlingame

• Personal Banker

  • Aug 1996 - Jun 2000