About me

Born and raised in San Diego, I’ve always valued hard work, discipline, and integrity—qualities that shaped me as a Division 1 baseball player and now guide me as a financial planner. With relationships built and Northwestern Mutual's 168 years of experience I’m committed to helping my clients achieve financial security and lasting prosperity through ethical and principled planning.

Family and faith are central to my life, and I believe that true success goes beyond wealth—it’s about building a future that aligns with your values and goals. Whether you’re planning for retirement, growing your investments, or securing your family’s financial future, I’m here to provide guidance tailored to your unique journey.

Outside the office

When I'm not with clients, you can find me staying active surrounded by friends and family. Whether it's more physically demanding like snowboarding on the slopes and driving offroad vehicles in the desert or relaxing at the Padres game inside Petco Park, I make the most of everything San Diego and beyond has to offer. 

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.

Visit partner website

Alex's Lemonade Stand logo

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.

Downtown Milwaukee, WI Skyline