Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Insurance
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • CA Insurance License #0B47819

Education

  • Fairleigh Dickinson University - Bachelor of Arts, Economics - Summa Cum Laude

Interests

  • Married in July of 2017 to my wife, Lisa, and we live in Bay Ho with my children, Mitchell (15), Vanessa (13), and Lisa's child, Colin (15)
  • Was my kid's sports coach but now that he's in high school I have been relegated to a mere spectator
  • Played football in college so still use weightlifting to stay in shape to keep up with the kids
  • Enjoy going to Padre games and festivals throughout the year

Community participation

Awards & recognition

  • Five Star Wealth Manager, 2015, 2016,2018, 2019, 2020, 2021