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
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Tax Planning Strategies

Qualifications

  • CFA® Chartered Financial Analyst®

Education

  • Bachelor of Science in Business Administration, Emphasis in Finance and a Minor in Economics, Chapman University

Awards & recognition

  • AIM Wealth Advisory Group, Forbes Best-in-State Wealth Management Teams, 2023

Interests

  • Spending time with my wife, daughter and dog
  • Sports including baseball, football, golf, basketball and tennis
  • Enjoying the beautiful Southern California coast with family and friends