Experience

Sierra Ridge Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• President & Co-Founder

  • Apr 2018 - Present

  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 protecting 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 protection 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 Show less



Daycation For Seniors

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Owner

  • Mar 2015 - Present

  Daycation for Seniors is a social daycare activity center that provides opportunities for socialization, emotional support, and physical and intellectual stimulation — all of which are of vital importance when caring for those with dementia. We accept clients/participants with cognitive declines, such as dementia, Parkinson's disease, Alzheimer's, and any other physical disabilities. Daycation for Seniors is a social daycare activity center that provides opportunities for socialization, emotional support, and physical and intellectual stimulation — all of which are of vital importance when caring for those with dementia. We accept clients/participants with cognitive declines, such as dementia, Parkinson's disease, Alzheimer's, and any other physical disabilities.



Waddell & Reed

• United States
• Financial Services
• 700 & Above Employee

• Executive Director

  • Sep 2017 - Mar 2018

  As the Executive Director I am responsible for running and managing the Reno/Sacramento Market. I am responsible for advisor growth, productivity, and overall profitability. I am responsible for implementing, executing and delivering annual targets for all advisor contracts, managing and developing the recruiting team for the complex, developing and maintaining relationships, and developing and creating a reporting and lead flow for the Complex.

• District Manager

  • Sep 2011 - Sep 2017

  As the District Manager for the Sacramento Valley of Waddell & Reed, I hire, train and develop a team of financial advisors. Some of my day-to-day activities include:• Recruiting, selection and licensing of 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 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. Show less

• District Branch Manager

  • Aug 2013 - Aug 2017

  As the District Branch Manager of the Stockton office of Waddell & Reed, I run and manage an office of advisors.Some of my day-to-day activities include:• Recruiting, selection and licensing of 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 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. Show less

• Financial Advisor

  • Oct 2008 - Jul 2017



City of Dixon

• United States
• Government Administration
• 1 - 100 Employee

• City Treasurer

  • Mar 2010 - Mar 2013

  Elected City Official Elected City Official