Experience & Background
I bring more than 20 years of experience as a Wealth Advisor, working with individuals, families, retirees, and business owners as they pursue their financial goals. Prior to becoming a financial planner, I was a successful technology business owner and served on multiple boards, including nonprofit, educational, and industry organizations. This background gives me a practical, real-world perspective on both personal and business finances, along with a deep appreciation for the challenges clients face as their lives and responsibilities evolve.
Planning Philosophy
My work is guided by a serve-first philosophy. I use an engaging, conversational process to truly understand each client’s personal and family goals, priorities, and long-term vision. From there, I help create a clear roadmap toward financial success, developing thoughtful, individualized strategies across wealth protection and growth, asset management, and estate transfer. My focus is on simplifying complex decisions, providing straightforward guidance, and helping clients feel confident and well-prepared about the path ahead.
Outside the Office
Outside of work, I enjoy spending time with my wife and our three children. I’m also deeply committed to giving back—volunteering my time to help families who cannot afford financial planners, serving the community in various leadership and service roles, and supporting local charities. Community involvement is an important part of my life and a natural extension of how I approach my work.
Fun Fact
With the California Monarch Butterfly nearing the endangered list, I enjoy supporting their recovery by maintaining a garden of native milkweed and other protective habitats to help increase their population.
Education & Designations
- CERTIFIED FINANCIAL PLANNER™ certification (CFP®), UCI, Irvine, CA
- Chartered Retirement Planning Counselor™ (CRPC®), College for Financial Planning
- Bachelor of Science in Business Management, ASU, Tempe, AZ
- California Insurance License
- FINRA Series 7 Registration
- FINRA Series 66 Registration