For more than three decades, I have worked with individuals and business owners to design financial strategies that support long-term stability and growth.
My focus is not simply on managing investments, but on helping clients make thoughtful, well-informed decisions across every stage of life—whether preparing for retirement, preserving wealth, or planning for future generations.
I began my career in 1994 with American Express (now Ameriprise) and joined LPL Financial in 2002. Today, alongside my partner Russell Suede, I lead a practice centered on personalized planning and enduring client relationships.
I hold a Bachelor’s degree in Economics from San Diego State University and the Chartered Financial Consultant (ChFC) designation, along with Series 7, 24, and 63 securities licenses and Life and Disability insurance licenses.
Outside of my practice, I value time spent with family and in the outdoors. In 2025, I marked my 60th birthday by climbing Mt. Whitney—a reminder that meaningful results are built through preparation, discipline, and perspective.
My wife and I are proud parents to our daughter, Olivia, who has Down syndrome. Our involvement in that community continues to shape my appreciation for long-term planning, resilience, and what truly matters.