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

  • Retirement Income Strategies
  • Employee Stock Options
  • Investments
  • Insurance
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Arts, University of California, Los Angeles, CA

Interests

    My wife, Shawna, and I are blessed to have 2 wonderful daughters. Olivia is a film student at DePaul University in Chicago. Faith is entering the 10th grade. Like most parents, it seems like every moment of our free time is spent keeping up with the kids many activities. Most weekends we will be found at a competitive cheer competition, an equestrian ring or a theater, where I enjoy performing in musicals along side one or both of my kids. When not following the kids around, we love to take road trips that usually end up in Mammoth, the beach, or a concert of one of our favorite bands. We absolutely insist on enjoying life!

Community participation

I am passionate about multiple causes and volunteer my time and resources to various organizations including the Metropolitan Educational Theater (MET 2), City of Hope, Leukemia and Lymphoma Society, and various programs dealing with the recovery of drug and alcohol addiction.

Awards & recognition

  • Dalton and Associates, Ameriprise Client Experience Award, 2020, 2021
  • Ameriprise Circle of Success, 2014- 2021
  • Five Star Wealth Manager, 2015-2017, 2020-2022

Honored to receive recognition

I’m honored to announce I’ve received a 2022 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients.

Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professional for the recognition.