About My Practice
Experience
I began working in the financial services field in 1987 and spent the majority of my career at A.G. Edwards, Inc. until starting my own independent office focusing on helping churches, non-profits and families called Ministry Capital Management. With over 20 years experience, I am happy to offer a complimentary appointment or review of your situation. Please call me at 916-468-0087 (direct) to get started. Feel free to visit our office in Rocklin, CA anytime. For further information, brochure, background and services we offer you can also visit our website at www.MinistryCapital.com. If you are unsure whether we can help you, just call and if we can't assist you then we would be happy to refer you to someone who can.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63
Insurance Licenses
Life insurance, Health/disability insurance
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
Considerations: Feel free to to contact me anytime at 916-468-0088 for a free consultation and let me know how I can help you.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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