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

  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Insurance
  • Saving for Education
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Business Retirement Plans


  • CPA Certified Public Accountant
  • Series 7 Registered Representative
  • Series 63 General Securities Representative
  • Series 65 Investment Adviser Representative
  • Life, Accident, & Health Insurance License


  • B.S. Accounting, University of Southern California, 2014

Professional associations

  • USC Marshall Alumni Association
  • American Institute of Certified Public Accountants
  • University of Southern California Alumni Association

Community participation

Glendale Field of Honor - Our Memorial Day event to raise funds for veteran's organizations.
Glendale Field of Honor - Our Memorial Day event to raise funds for veteran's organizations.

When I am not in the office, I also spend time with my fellow Rotarians in giving back to our community, building goodwill, and finding ways to promote peace in our local communities and around the world. Our projects have included providing aid to impoverished families to help them get back on their feet, fundraising to help eradicate diseases, and sponsoring events to support veteran's organizations. As a Rotarian, we leave our egos at the door and do what is best for those we are serving in our communities - service above self.


While away from the numbers and research, I spend my days with family and friends in search of the best foods to eat around town. Our latest discoveries have been in Sawtelle, where we discovered delicious udon noodles, and in Westwood, where we found exotic saffron ice cream.

On other days, I like to get out into nature, either for a hike or a camping trip. I try to not do the same hike twice, but Santa Paula Punch Bowls and Escondido Falls certainly warrant a second trip. No hike can compare to an overnight stay along Kern River though.

I also enjoy a nice bourbon, a good read, stand-up comedy, and deep house music.