Over the course of my career in the financial services industry, I have focused my energy and attention on developing my knowledge of investment and wealth strategies to serve families and individuals as well as the institutions they affiliate with. When engaged with my clients, I act as a financial resource, providing customized guidance tailored to each client situation. I combine a deep, personal understanding of a client’s needs, goals and concerns and help create a disciplined strategic approach focused on detailed and prudent investing. My goal is to help clients build and maintain their financial legacy that can last for generations. As we partner together, I can assist you with many of your financial goals including preparing for retirement, living in retirement, preparing for the unexpected and preparing for grandchildren's or children's college education. I can also work with your CPA and/or lawyer to facilitate areas of support.

My education includes a Bachelor of Science degree in sociology from Culver-Stockton College and the AAMS® and CRPS® designations from the College for Financial Planning.

My family and I live in Torrance, California. We enjoy an active lifestyle focused on raising our children who are in high school and our dog, Ziggy. My wife, Edith, and I enjoy traveling the world searching for new adventures. In my free time, my hobbies include training Brazilian jiu-jitsu, golfing and mountain biking in Southern California’s mountains.

Focus areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies
  • New Investors
  • College Savings
  • Insurance & Annuities

My Personal Interests

  • Martial Arts
  • Golfing
  • Mountain Biking
  • Traveling
  • Baseball

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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