Experience & Background
I’ve spent more than 20 years helping clients build tailored financial plans and navigate major life transitions with clarity and confidence. Before founding Continuum Consulting Group in Irvine, I held senior roles at companies including PepsiCo, The Walt Disney Company, Gateway Computers, Washington Mutual Bank, and Alliance Imaging. That corporate experience gives me a unique perspective on how business strategy, compensation and benefits design, and real-world operational issues tie into personal financial planning.
Planning Philosophy
At CCG, we believe financial planning is really about life planning. Mapping out where you want to be and designing a custom strategy to get you there. My focus is on turning complex decisions into something you can feel good about and act on, whether it’s retirement income strategies, executive benefits design, or managing change through life’s transitions. Clients appreciate that I stay balanced, bring structure when things feel uncertain, offer creative ideas, and help them stay on track as life evolves.
Outside the Office
I’m a part-time artist, a regular at weekly ice hockey games, and deeply committed to community service. I enjoy mentoring business professionals, spending time with family and friends, and staying curious about how finance and real life intersect. It’s the “life” in “life planning” that motivates me. We’re all living through changes, and I want to help make the financial side of that journey smoother.
Fun Fact
I currently have paintings in offices and homes across 10 states, and our Irvine office is adorned with several of my pieces.