Financial Advisor & Director of Financial Planning
I was born and raised in the San Francisco Bay Area and received a bachelor’s degree in Organizational Communications from California State University – Sacramento, also known as ‘Sac State’. Sports have been a staple in my life for as long as I can remember and during my time at Sac State I played on the University’s baseball team. I continue to share my experiences and love for the game of baseball by providing private coaching and instruction to young players in the community.
After I graduated from Sac State in 2016 I hung up my cleats and joined the financial services industry as a Financial Services Professional with MassMutual Financial Group. I was brought into the industry by my brother, Richard, who is still active in the industry today. Early on in my career, I worked with my now colleagues, Evan and Steve Harris, ‘unofficially’ through shared client relationships, which gave me firsthand exposure to holistic wealth management and financial planning. I’ve found great joy in helping individuals and families get organized and make financial decisions that are aligned with their ultimate goals.
I officially became a member of the Harris Private Wealth team in 2020. I’m a CERTIFIED FINANCIAL PLANNER™ practitioner and currently serve as a Financial Advisor and the Director of Financial Planning at the firm. We combine investment advice, risk management, and financial planning to help ensure our clients and their families can live the life they want to live.
Thank you for reaching out! We look forward to speaking with you and will be in touch asap. If you have an immediate need, please give us a call (408) 547-3390.