We all experience many journeys in life. Often times we are left wondering why certain things happen to us. Why do we suffer? Why we do experience joy? Why, why, why . . .

The journeys I’ve experienced are the reasons I chose to be a financial advisor. My "why" began with watching my parents' own journey with money. They believed they would not have the option to retire. So, I decided I was going to learn how to take care of myself financially and then teach others how to do the same.

I began my professional career with Bank of America in 2007, while attending college at San Diego State University. I graduated with a bachelor's degree in finance. Over time, I discovered personal finance is more than just numbers. While the numbers provide a framework, they don’t tell the entire story. Why? Every client is unique. More to the point, the numbers don’t account for the most important element of any client’s story. Human behavior.

Whether your goal is to retire early, educate your children, manage your income in retirement or save money on taxes, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money.

Our established process allows us to better guide our clients in a direction that will help produce their desired long-term results. I provide clients with the information needed to help them make better financial decisions. So much of my job is helping the client shift perspectives. I am a thinking partner, and I help my clients see life through a different lens.

I am very blessed to serve my hometown community of San Diego. My free time is spent with my wife and two sons. I also volunteer and teach for the Rock Church: Rock Financial Life ministry, which teaches biblical financial principles and practices.

Successfully caring for your family is my greatest pleasure. I look forward to our lifelong partnership!

My Personal Interests

  • Spending Time with Family
  • Coaching Sports
  • Hiking
  • Volunteering

Office Information

Office Address

4134 Adams Avenue Suite 104 San Diego, CA 92116

Office Hours

Office Hours
Weekday Availability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

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