Since an early age, I had a passion for the world of finance, so when the opportunity presented itself to work with my father in the financial services industry, I jumped at it.
I enjoy building quality relationships with our clients while helping them make smart financial choices that align with their values. I maintain Series 7 and Series 66 securities licenses and the California insurance license to better serve the entire spectrum of needs of our clients.
I was also a Corporal in the United States Marine Corps. Outside of my professional responsibilities, I enjoy fishing, camping, working on my car, lifting weights, and playing the electric guitar.