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
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Saving for Education
  • Insurance
  • Retirement Plan Distribution
  • Investments
  • Tax Planning Strategies
  • Family Finances
  • Small Business

Education

  • United States Military Academy - West Point, N.Y.
  • California State University - Long Beach, BA in Economics, Minor in Marketing

Previous experience

  • Private Client Advisor, JP Morgan 2015 - 2020, Lake Forest, CA
  • Financial Advisor, Morgan Stanley, 2005 - 2015, Long Beach, CA

Community participation

  • Ronald McDonald House Walk for Kids
  • March of Dimes March for Babies
  • UCLA Alumni Band - We perform at the Rose Bowl tailgate area prior to UCLA football games and for Women's Gymnastics at Pauley Pavilion.

Interests

  • I love traveling and spending time with my wife, Bohdana, and my twin 5 year old kids, Artie and Olivia. Our two favorite places to travel are Hawaii (Kauai and Maui) and Prague, Czech Republic. As a family, we support our kids' interests which include music, gymnastics, swimming, bike riding, baseball, and soccer.

My photos

1 albums
close