Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Investments
  • Insurance
  • Estate Planning Strategies

Education

  • University of California, San Diego - Graduated 1992 - Political Science
  • University of Redlands, MBA - Graduated 1998 - Finance

Awards & recognition

  • Five Star Wealth Manager, 2012-2015, 2017

Interests

  • Spending time with my wife
  • I volunteer as a big brother for Big Brothers Big Sisters of San Diego County
  • Volunteer with Canine Companions for Independence
  • Outside of work I enjoy biking, hiking, golf, and travel