As a lifelong resident of the Silicon Valley, I find it a privilege to be an impactful contributor to the success of innovators. With a B.A. degree in economics from UC Davis and several years' experience in financial services, I am able to combine a passion of lifelong learning with the ability to make a significant impact on clients' financial goals.

I find the connections I make with individuals, families and businesses to be rather inspiring. Being able to get involved and give back to the community I was born and raised in is an incredible opportunity. I am a proud member of the Almaden Valley Rotary Club.

On the weekends, I enjoy time with my wife, Natalie, and our dog, Maverick. We enjoy wood working, hiking or walking (especially for coffee), camping and spending time with our family.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews

My Personal Interests

  • Aviation
  • Volunteering
  • Motorcycles
  • Golfing
  • Traveling

Office Information

Office Address

4855 Atherton Ave Ste 100 San Jose, CA 95130

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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