About me
My entry into the financial services industry has been shaped by a career that has always centered upon serving those with whom I work with. Upon finishing college at Loyola Marymount University it was my intent to give back. Giving back was inspired by those who had been so influential in my own life, namely the numerous teachers and coaches who had instilled in me a work ethic and discipline to be better every day. This inspiration led me to a career in the field of education both in the classroom and as a baseball coach. The motivation to help others achieve their goals has always been at the forefront of what I set out to do.
Naturally, the transition from helping others in an educational setting to helping others navigate the often confusing world of personal finances has been rather seamless. Motivated by the financial decisions made by own family, my wife Jayme and two sons, I find great joy working with other families just like mine to provide clarity and stability about the future. It is my belief every family deserves to have a financial plan regardless of the economic means available to them. Every family deserves to know what is possible whether that be tomorrow or through retirement.
My wife Jayme and I have been married for 17 years and have two sons, Tyler who is 13 years old and Caden who is 10. My wife and I both attended Loyola Marymount University and when we aren't working you will find us enjoying our weekends watching our sons play baseball and soccer. When we are not on an athletic field we like to spend time together as a family and during the summer we love the beach. We have lived in Yorba Linda since 2009.
Ultimately, my goal is to work with families just like mine and help others have the security and stability we all deserve.
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:
NEGU
We believe every child fighting cancer deserves joy, the opportunity to smile, and be encouraged to NEVER EVER GIVE UP!

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.

Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

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.

Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

