I started my financial journey at San Diego State University, where I received my Business degree in Corporate Finance. I have been professionally managing investment portfolios and creating financial plans for clients since 1995, and it has been amazing watching many of my client's financial goals come to fruition as they send their kids off to college, buy homes, or retire from their professional lives. Participating in the capital markets on behalf of my clients on a daily basis is a blessing and something that I truly cherish.

I am lucky enough to call San Clemente, California home for the last 23 years. After getting married 30 wonderful years ago, Stacey and I have been blessed with four children who bring us so much joy! In my spare time away from work, running, skiing, hiking and golfing are all activities that bring me great happiness; especially when doing them with family or friends!