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

Areas of focus

  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Investment Management
  • Intergenerational Planning


  • FINRA Series 7
  • FINRA Series 66
  • CA Insurance License #OF10768


  • University of Arizona with a Bachelor of Arts Degree in media, with an emphasis on Business, 2001

Awards & recognition

  • Forbes Top Next-Generation Wealth Advisors, 2017 2018

Professional associations

  • Certified Financial Planning Association

Previous experience

  • Wells Fargo Advisors /Wachovia Securities, Financial Advisor, 2008-2018
  • UBS Financial Services, Financial Advisor, 2005-2008

Community participation

Cardiff State Beach Clean Up

  • Cardiff State Beach Clean Up


I enjoy hockey, golf, hiking, and spending time at the beach with my family.