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
23
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
  • Family Finances
  • Wealth Preservation Strategies

Qualifications

  • Series 7 and Series 66

Education

  • Bachelor of Arts in Economics, UCLA, Los Angeles, CA

Previous experience

  • Financial Advisor, Wells Fargo Advisors, 2010-2022, Beverly Hills, CA
  • Financial Advisor, Crowell, Weedon and Co., 2002-2010, Encino, CA

Community participation

Involved in my grandson's youth sports teams!

Interests

I enjoy traveling, especially with my wife to France! I also enjoy spending time with my children and grandchildren.