Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals.
From a young age, I knew that I wanted to have a positive impact on people’s lives. I wanted to add value and enrich the lives of those around me. I found my path, at 17, when a friend’s mom told me she was a financial advisor and she explained how she was able to personally touch the lives of many through the work she did. From that point on, I dedicated my life to becoming a financial advisor and being of service to those who choose to take control of their financial lives.
I currently live in Mission Valley with my loving wife, Maryann, our newborn son, Jaxson, and our two Chinese Crested dogs, Babie and Lilac. I enjoy staying active and getting out with the family. Some of my interests and hobbies are cars, computer building, working out, and reading.
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies