Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Cash Flow Management Strategies
  • Small Business
  • Investments
  • Retirement Planning Strategies
  • Investment Management


  • AAMS™ Accredited Asset Management Specialist™

Community participation

I'm pround to be a memeber of the Aliso Viejo chamber of commerce. Our chamber mission is to encourage economic prosperity within the community and be an effective bridege between its businesses and the city.


Portfolio management is probably what I spend most of my time on. It's my passion – if I'm not working on managing portfolios, I'm definitely always thinking about them. Just ask my wife. Another passion of mine is tennis and I've just started playing on a regular basis. I've got myself a coach and I recently played my first match after six months of training! Other than that, I enjoy going to the movies or the beach with my wife. We also spend quite a bit of time desperately trying to (unsuccessfully) train our cat, Willow.