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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Investments
  • Retirement Plan Distribution
  • Charitable Giving
  • Investment Management
  • Insurance
  • Saving for Education
  • Intergenerational Planning
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Family Finances


  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • Series 7, Series 63, Series 65 and Life and Health Licenses


  • • Bachelor's of Science Sports Management, Business minor, University of the Pacific, Stockton, CA

Awards & recognition

  • Fulcrum Wealth Management Group, Ameriprise Client Experience Award, 2021-2022

Community participation

  • Upwards Sports Commissioner, 2009-2014.
  • Ignite Sports Board of Directors, Current.
  • Member of the National Society of Sons of the American Revolution.


· I am married to my college sweetheart, going on 22 years together.

· We have 3 active kids, ages 14, 12 and 8.

· I was born and raised in San Diego and have lived in CA, OR, CO and ID.

· I love coaching my kids’ sports teams and getting them out camping.

· I once worked as a Director of Marketing for the PGA of America, PNW Section.

· I am an amateur BBQ champion! (crowned at home)