About Us

Our Story

My professional journey began as a student at the University of California, Davis, enrolled in the Sacramento Entrepreneurship Academy. One of my mentors there was a financial advisor. His stories of helping clients make well-informed decisions to live their best financial lives fascinated me—and led me to pursue personal wealth planning as a career.

Twenty years and several companies later, I decided to launch my own independent wealth management firm, Foothill Wealth Advisors.

At Foothill, our process starts by gathering your financial information, which forms the foundation of your wealth plan. We take a data-driven approach and will identify the benefits and drawbacks of the wealth solutions we propose so you can decide what is right for you.

Because we work for you, we act with your best interests in mind. Our goal is to find solutions to planning problems—not to promote or sell you on a particular strategy or product.

Life comes with changes as well as challenges. We welcome the opportunity to help create a flexible yet resilient wealth plan for you.