My mission is to assist my clients in simplifying their financial lives and set them up to retire comfortably and remain comfortably retired.
I entered the financial services industry in 1986. I relocated to San Diego in 1988 to Join Capital Growth Inc and have been here ever since. In addition to being a Certified Financial Planner (CFP), I am also a Certified Divorce Financial Analyst (CDFA). As a CDFA I assist clients with amicable divorce settlements. I have been married to my wife Erica for 27 years and have 2 grown children living in San Diego.
I grew up in Cincinnati Ohio as the youngest of 4 children. I relocated to San Diego soon after college to continue my Financial Advisor career. My family and god are the center of my life. I enjoy golf, exercising and travel. I am a strong supporter of our church and various charities that we feel can make the world a better place for all. Community involvement has always been a passion of mine. Over the years I have served on the board of the Scripps Ranch Civic Association as well as the Ranch La Cresta HomeOwners Association.
Your Life Insurance Annual Audit Checklist