As the CEO of Prosperity Investment Management, my primary responsibilities include providing comprehensive financial advice and investment guidance. I specialize in retirement planning and wealth management, with a particular focus on tax-efficient portfolios.
Before establishing Prosperity Investment Management, I worked as a Certified Public Accountant® (CPA®) with Tittle and Company and served as the Assistant Superintendent of Business and Operations of Durham Unified School District. These roles provided me with a deep understanding of financial operations and management, preparing me well for my current role. I obtained my CPA certification in 2016, further solidifying my expertise in financial management. I graduated with a Bachelor's Degree from California State University at Chico in 2014, after attending Butte College.
My passion for helping clients reach their financial goals is what drives me. I find immense satisfaction in seeing others succeed and build their own prosperity. My father, a leader in the industry for over 40 years, built his business on trust and integrity, values I've carried forward in my own practice. The trust that our clients place in us is something I cherish and uphold in all my interactions. What I enjoy most about my job is helping clients invest funds and grow their portfolios. I love providing the security of knowing they're well-prepared for retirement. I take pride in customizing plans and portfolios for each individual client, ensuring their unique needs are met.
I believe the greatest value I can provide for my clients is helping them find financial peace. I offer investment advice and guidance tailored to their specific scenarios, with a focus on tax efficiency. After all, it's not just what they make, but what they keep that truly matters.
Away from work, I live in my hometown of Chico, California, with my wonderful wife, Michelle, and our two children, Lincoln and Charlie. I'm a passionate supporter of my children's youth sports teams, firmly believing in the importance of outdoor activities for children. In my free time, I enjoy outdoor activities like camping, hiking, biking, skiing, and baseball. My family and I love traveling, having explored various parts of the country and taken trips abroad. These experiences allow us to create precious memories while enjoying the great outdoors.