My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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35
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Intergenerational Planning
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investment Management
  • Saving for Education
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Retirement Income Strategies

Education

  • University of California - Riverside - Bachelor of Science in Business Administration

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Volunteer at Saddleback Church Food Pantry in Lake Forest, California

Interests

  • I'm dedicated to my Christian Faith and regularly attend Saddleback Church in Lake Forest.
  • I have been happily married for 24 years to my wife Lindsey, have wonderful children, and we are a big family of 6!
  • In my spare time I enjoy beach volleyball at Doheny Beach in Dana Point, California and golfing at Arroyo Trabuco in San Juan Capistrano, California