Professional
As a United States Navy Veteran my purpose has always been serving my country, and now as a wealth management advisor, I have the opportunity to serve through financial planning that must be catered to each individual's specific needs and goals. I help my clients by managing and building upon their current situations and needs while allowing them to see their visions come to fruition through effective planning for their future.
I come from a family of financial advisors, my father has been in the industry for over 30 years and now my youngest brother has joined the firm. We have over 45 years of extensive knowledge and experience paired with passion to see our clients achieve financial prosperity.
I’m currently a member at the Rock Church in San Diego and in my spare time like to workout, play beach volleyball, and golf.
I hold the Series 7, Series 66 and California Life and Health insurance license.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
