I have been in San Bernardino County since 2008 as a student, professional and a new father. I serve families and businesses by understanding their unique financial needs and tailoring solutions to help reach their short- and long-term goals.

One of my favorite things about my job is that I get to talk to people about their financial wealth. I have helped clients save for college or a first house and create a cushion should an unexpected cost arise.

Most of all, I really enjoy helping my clients reach and stay in retirement so they can spend more time pursuing their passions with loved ones. I do this by meeting with clients periodically to ensure I still understand what's important to them and to update any changes.

Like most of you, I feel that family is very important. My most gratifying roles are being a husband and father to my beautiful wife, Shelby, and our newborn daughter, Alessi.

If you or someone you know needs a little encouragement or guidance, please give me a call. I welcome the opportunity to serve you.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Divorce Finances

My Personal Interests

  • Golfing
  • Football
  • Personal Fitness

Office Information

Office Address

10370 Commerce Center Dr Suite B-220 Rancho Cucamonga, CA 91730

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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