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.

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1
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Small Business
  • Financial planning for small business
  • Family Finances
  • Investments
  • Sustainable and Responsible Investing
  • Investment Management
  • Cash Flow Management Strategies

Education

  • Vanguard University of Southern California; Bachelor of Arts - Business 2024
  • Pacifica Christian High School - Newport Beach, CA; High School Diploma 2019

Awards & recognition

  • Discovery Point Wealth Advisors, Ameriprise Client Experience Award, 2021
  • Discovery Point Wealth Advisors, Forbes Top Wealth Management Teams: Private Wealth, 2025

Previous experience

  • Ameriprise Financial Services LLC; Registered Rep, 2024-Present
  • GoodGood Golf; Contractor, 2023-2024
  • Vanguard University of Southern California; Student, 2019-2023

Interests

I enjoy discovering new destinations, sampling local cuisine, playing golf, and spending meaningful time with family.

My energy is driven by authentic connection, and he embraces opportunities to engage, whether in professional environments or everyday interactions.

Always remain committed to fostering genuine relationships and bringing enthusiasm to every endeavor.