I strive to create personal investment strategies to help my clients meet their long-term financial goals, using an independent, non-biased approach that will bring each client a sense of security.
I believe that creating strong and lasting personal relationships with my clients enables me to guide them as we navigate investment options in our ever changing world.
I met my wife, Erin, at the University of San Diego in 1987 and we have two adult children. We currently live in Carlsbad and I’m active with the finance committee at St. Patrick’s Catholic Church. I have an MBA from Pepperdine University and enjoy real estate oriented investments as a compliment to my client’s more traditional managed investment portfolios.
I’m passionate about traveling and camping and whatever life’s adventures brings my way. I love sporting events, concerts, plays and staying close to our family and friends. Locally, I’m happy to support charities like the Mitchel Thorp Foundation and St. Patrick’s Church & School, where both of my kids attended grade school.