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
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Insurance
  • Investment Management

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • AAMS™ Accredited Asset Management Specialist™
  • CRPS™ Chartered Retirement Plans Specialist™

Education

  • MBA, University of Southern California
  • Bachelor of Arts in Biology, Biochemistry, and Medical Humanities, Baylor University, Waco, Texas

Previous experience

  • Financial Advisor, Edward Jones, San Clemente and Ladera Ranch, CA, 2019-2023
  • US Marine Officer/Pilot, US Marine Corps, 1989-2016

Community participation

National Day of Service at Second Harvest Food Bank
National Day of Service at Second Harvest Food Bank

Interests

With seven kids, there’s never a dull moment in our blended household and I love it. “Free time” (if that exists) is spent surfing Old Man’s, training Jiu-Jitsu, playing soccer or at an occasional USC tailgate in the Fall. We are active in our church and passionate about raising awareness for Alzheimer’s and Parkinson’s.