Experience & Background
I am a Partner at Continuum Consulting Group in Irvine, CA, where I work with both corporate executives and individuals to clarify, pursue, and stay aligned with their financial goals. Before transitioning into financial advising, I built a successful business career in senior management and sales roles at companies such as Esker Software, Aptelis, Inc., Global Software, and National Gypsum Company. My responsibilities included developing comprehensive sales and marketing plans, training new employees, and leading seminars and trade show presentations. That experience taught me to communicate clearly, think strategically, and execute consistently, skills I now bring to every client relationship.
Planning Philosophy
“Clients First” has always been at the cornerstone of my work. I believe that life is an ever-changing journey, and my role is to guide and support clients through each phase with honesty, clarity, and care. Whether I’m working with a business on its retirement plan strategy or helping a family plan for the future, my focus is on listening well, understanding what truly matters, and designing practical strategies that are both workable today and sustainable over time. I’m committed to enriching the lives of family, friends, and clients in as many ways as possible and to “paying it forward” whenever I can.
Outside the Office
Outside the office, I value time with my family above all. My wife, Renay, and I have been married for over 30 years, and we have a son in law school. Whether we’re spending a quiet evening together or planning our next outing, those moments keep me grounded and remind me why thoughtful planning matters so much.
Fun Fact
I’m an avid car enthusiast, especially when it comes to Corvettes, and I’ve attended multiple Barrett-Jackson car auctions to see some of the most iconic and performance-driven cars up close.