As a financial advisor and former personal banker, business banker, mortgage lender and business owner, my experience and skill set allows me to help serve as a steward of your full financial picture, rather than just investible assets. Finances encompass much more than picking stocks or mutual funds – my priority is to help set my clients up for success by creating sound financial strategies that can help protecting against the unexpected and safeguarding their estate and legacy.

In a previous role at a retirement home during the great recession, I saw many retirees have their finances upended because their investments did not match their dreams, and in turn, their financial strategy. I help my clients avoid common missteps, whether it's focusing on short-term instead of long-term performance, or investing in what's popular and not what's right for their particular needs. My recommendations are always based on a deep understanding of my clients which helps ensure our decisions always support and enhance their ability to reach their goals.

Guiding people toward a successful financial future is a team effort, and I'm glad to work with my clients' CPAs and attorneys, and most importantly to have the help of branch office administrator Krissy Jones. Our clients can always count on Krissy to assist them in any way she can, all while delivering the highest level of service.

Outside of the office, my wife and I stay active with our 5-year-old son, Alexander. I serve on the board of Towards Maximum Independence; as a member of San Diego's National Age in Place chapter; and as founder of a trash cleanup group in Rancho San Diego.

In both my personal and professional experiences, I've seen many financial problems that could have been avoided through the leadership and education a financial advisor can provide. I want to help others make the best financial decisions for themselves and their families and businesses, so stop by our office or give us a call to get started.

Focus areas

  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Income Strategies

My Personal Interests

  • Spending Time with Family
  • Baseball
  • Surfing
  • Reading

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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