Over 25 years in this field have shaped my approach to helping families preserve, protect, and grow their assets. I discovered my professional direction early, becoming a bank branch manager at just 21 years old. That foundation launched a career devoted to comprehensive financial planning, which now serves as my framework for retirement and estate planning.
My work centers on developing personalized strategies through a thorough planning process, creating tailored investment recommendations aligned with each client's objectives and risk tolerance. I serve as a trusted advisor, integrating all aspects of a client's financial life into cohesive, long-term plans. My approach addresses both the practical and financial implications of your decisions, helping you avoid costly mistakes while building lasting legacies. What drives me is helping people pursue financial freedom and live their best lives.
I live near the beach in Southern California with my wife, Krissy, and our two adopted daughters, Savannah and Susana. The ocean plays a central role in our lives. You'll often find us in, on, and occasionally under the water. On land, I pursue cycling, photography, and mentally stimulating activities like poker and chess.
Community service forms a cornerstone of our family's values. We actively support local organizations through volunteering, financial contributions, and lending our skills. We're especially passionate about causes focused on preventing and curing Alzheimer's disease and cancer, as well as conserving our oceans, beaches, and wildlife. I currently serve on the board of directors for the End Alz Association.