About me
Born and raised in San Diego, CA. My wife and I live in Rancho Bernardo with our Son, Joseph, and lab mix, Bailey. Our team runs a generational Financial Planning practice that specializes in navigating my clients through some of the biggest phases in their financial journey and help alleviate the anxieties of financial stress. If you would like to learn more let's connect!
Lending a hand in my community.
As part of Northwestern Mutual, I am proud to donate to some worthy causes that give back to our community locally and nationally. Here are some of the organizations we partner with:
Wounded Warrior Project
Help Wounded Warrior Project in their Mission of honoring and empowering wounded warriors.
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.
