I enjoy being part of a collaborative team with the same vision and dedicated to the mission of delivering high quality financial advice.

By nature, I am a calm and collected person. I do not make rash decisions and research things thoroughly before making big decisions. These personal factors help keep clients calm when facing stressful financial situations. It also allows me to help my clients make the most informed decisions around their finances.

Building close relationships with clients and watching their lives improve because of the financial decisions they make.

Shifting investors’ focus from days, weeks, and months to years and decades. The acute focus on short-term market movements often leads to poor investment decisions.

I love to play soccer, travel with my family, go hiking with my wife, and build things - most recently a playhouse for my girls.

Being a dad to my two beautiful girls.

-University of California, Santa Barbara, B.S. Business Economics, Minor: Sports Management

-Golden Gate University, M.S. Financial Planning

-CERTIFIED FINANCIAL PLANNER™ (CFP®)

-Certified Tax Specialist (CTS®)