My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

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14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Divorce Financial Planning
  • Family Finances
  • Insurance
  • Wealth Preservation Strategies

Education

  • University of Southern California, MBA 1990
  • California State, MA in National Security 1990
  • Trinity College, BA in Economics 1982
  • Hotchkiss School, Diploma

Awards & recognition

  • Orchard Financial Group, Ameriprise Client Experience Award, 2020

Previous experience

  • Merrill Lynch, Financial Advisor, 2012-2016
  • Regulus Capital, Hedge Fund Manager, 2005-2012
  • Trust Company of the West, Portfolio Manager, Equity Analyst, 1995-2004
  • RAND Corporation, Policy Analyst, 1990-1994
  • United States Air Force, Captain, Fighter Aviator, 1982-1989

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

Member of Park City Toastmasters

Volunteer at the National Ability Center

Served on local elementary school Finance Committee

Interests

- As a full time single father and am well aware of the challenges of raising children while planning for the future.

- I enjoy reading a wide variety of literature literature regarding investments and how global events affect market movements.

- In my spare time, I like to engage in issues with veterans affairs . I stay active and believe strongly in the importance of physical fitness.

- Enjoy skiing in Park City Utah

- Avid biker in the Santa Monica foothills.

- Love hiking in Utah

- Huge hockey fan, cheer for Los Angeles Kings

- So fortunate to have three wonderful children

- The most important thing in my life is my beautiful fianc�e

My photos

2 albums
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