How long have you been with the Sacramento SPCA
I joined the board in May 2015, so 6 years now.
Where do you live?
My wife and I live in Folsom.
Tell us a little about your day, what do you do, what
have you done?
I have over 30 years’ experience as a financial advisor and investment advisors. I am currently a principal/financial advisor at CAPTRUST, prior to that I ran my own independent financial advisory firm for more than 20 years.
Are you currently participating in any other
organizations or associations?
In addition to the SSPCA, I am a member of the Sacramento Estate Planning Council, the El Dorado Community Foundation’s Planned Giving Committee and the Sacramento Region Community Foundation (SRCF) Philanthropic Advisors Forum Advisory Committee. I recently received the Don Poole Award, from the SRCF, for mentoring people on philanthropic giving and contributing to the growth of philanthropy in Sacramento.
Any past affiliations you would like to share?
I was a founding member of the Folsom Lake College Foundation Board and was part of the team that hired the first president of Folsom Lake College. I participated in the capital campaign to build the Harris Center for the arts.
What unique talents and skills do you bring to the SSPCA
My skills lie in planned giving consulting for non-profits, financial consulting, mentoring people on philanthropic giving, as well as investments, estate planning and wealth management.
We would love to hear about your family, starting with
Our 6-year-old chocolate lab, Shadow, is an SSPCA alum. My wife Raquel and I have 3 adult children who all live in the Sacramento area.
Finally, what excites you about being part of the SSPCA
board of directors?
I am pleased with the growth and progress the SSPCA has made over the years. I am proud to be part of an organization that is about so much more than helping animals, it makes a difference in people lives, for example the PawPantry helps people keep their pets in their homes when the family is going through difficult times.