The first thing I discover with my clients is what’s most important to them. What is important to you?

Are you retired and want to feel confident your money will last? Are you a business owner, professional athlete or a beneficiary that recently came into life-changing wealth and want to be responsible with the money? Do you have employee stock options and need guidance on what to do with them? Are you a business owner paying more that you would like in taxes? Are you working hard to build your wealth?

These are some of the reasons that clients choose to work with us, and there is no obligation to see if we are a good fit for you.

I find great joy in being a trusted financial advisor to my clients by helping them achieve the life they dreamed of. While I am very passionate about what we offer our clients, it's important that you determine if we are the right fit for you. If we are aligned in our values and philosophy, we will have a successful long-term partnership.

I take a thoughtful, detail-oriented approach to solve my client's needs. I believe clients should have a solid financial strategy that is reviewed regularly, with a focus on high quality long-term investments.

My father taught me how to handle money properly at a young age. I value the education and discipline he provided. I have always had the desire to help others be successful financially. Therefore, I believe I found my true calling in life, and I am fortunate to do what I love.

I achieved a Master of Business Administration degree from UC Irvine. I earned Dean's Scholar, Beta Gamma Sigma and a certificate for Innovation and Entrepreneurship. Prior to that, I earned a Bachelor of Science in computer engineering from San Diego State University.

My wife, Jennifer, and I have three wonderful children. Our Branch Office Administrator, Darlene Staker, is fully committed to our client's experience.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Employee Stock Options
  • Insurance & Annuities

My Personal Interests

  • Golfing
  • Music
  • Snowboarding
  • Auto Racing
  • Movies & Entertainment

Office Information

Office Hours

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

Branch Team

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