My career as a wealth advisor started close to home, when I took the mantle of helping my family's financial affairs. This influenced and exposed me to the world of investment asset management. After graduating from the University of Southern California, my professional career started at a small firm as a stock broker. After experiencing a number of mergers and acquisitions, I craved the stability of the retail bank space where I spent many years as a regional financial consultant.

In 2007, I joined 401(k) Advisors, where I honed my craft and mastered diversification strategies and learned how to increase potential return while reducing risk exposure from an institutional level. I went on to pioneer their wealth management department, implement processes to enhance participant education and conduct investment due diligence for company retirement plans across the healthcare and manufacturing industries. 

While all of this was happening, my personal practice was growing at a pace that would ultimately require more of my attention and focus. In 2016, I made the shift from institutional asset management to personal finance and never looked back! 

Today, I work alongside a team of trusted Wealth Advisors, committed to enhancing our client's financial positions and pursuits. I have my wife and three kids that I call home - and a big Bullmastiff to watch over us.