My incredible wife, Aubrie, and I have grown up calling the Redlands/Yucaipa area home and where we have built our family of three beautiful children, Kandyce, Dylan and Logan. We are very active with our children's school, sports and activities. When not in the office, I can be found running around the field coaching my sons' baseball and soccer teams or out camping. My family and I also believe in supporting local. We are often around town trying new shops and restaurants so if you see us around, don't be shy - come say hi!

Giving back to my community is a passion of mine, which is why I'm an active member of organizations such as the Redlands Chamber of Commerce, the Estate Planning Council of San Bernardino County, Redlands Conservancy and Town & Gown. I also serve on the board of directors for local non-profit organizations such as the Redlands Sunrise Rotary club and CASA of San Bernardino County.

Having the right relationship is the most important part of any financial strategy. That's why I work closely with my client's estate planning attorneys, CPAs and other industry experts in order to build an all-star team of the most trusted advisors. Since beginning my financial career in 2008, I have had the privilege of becoming the quarterback of my client's financial teams, combining the best products, highest quality service and most comprehensive financial strategies dedicated to achieving a winning outcome.

I believe the best investment is always in the time we take getting to know you personally and learning what's most important to you. My team's role is to put your goals first, create a game plan to achieve them, coach to the execution of our plan and remain calm under high pressure situations.

Please give my office a call to schedule a complimentary financial review. Most often, I will give you a thumbs up and pat on the back, but you would be surprised at how just the right advice and the smallest tweaks can make all the difference in the long run.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Home Improvement
  • Outdoor Enthusiast
  • Wine Collecting/Enthusiast

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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