I’m blessed to have spent over 25 years working in a field I truly enjoy – I get to engage people with their investment planning and management. It has always been a priority of mine, no matter what I do, to simply help people. I am thankful I get to support my family that way too!

In keeping my story simple, I originally had no idea I’d spend my professional days in investment management or as an investment advisor, it wasn’t even on my radar. Through a college internship, the doors were swung open for me and I loved it! I soon had the opportunity to get my securities licenses while still in college, I was well trained and worked with a really successful team early on. Gaining additional experience in roles at a few big firms over the following 12+ years, I honed in my skill and profession. During that time, I learned and did a wide variety of investing, but also became specialized in a few of them. I have spent the last 13+ years or so as an independent advisor and consultant to some wonderful families and entrepreneurs, primarily in southern California.

A southern California native, I was born and raised in Orange County, California. My wife Lisa and I have triplets who keep us quite busy with baseball, golf and horseback riding. We enjoy traveling, spending time with friends & family and being involved in various ways within our community.