My professional background and what brought me here… Right out of college (2012) I jumped into the financial services industry with a reputable firm in North Orange County. It was here I first learned about the comprehensive approach to financial planning and how to best put the client’s interest ahead of everything else by acting in a fiduciary capacity. A short while later, I ventured out of state (Arizona) to the corporate side and worked with several large financial services firms (Vanguard and USAA) in various capacities; most recently as an advisor.
Why I chose this profession… The stock market has always fascinated me, even at an early. If I had to pinpoint it, I can attribute it to my mother working in the financial services industry with Merrill Lynch. I specifically recall visiting her office and chatting with her bosses and advisors. These individuals were my first mentors and helped shape my future and way of thinking. Additionally, as a youth baseball coach, educating and teaching is something I’m passionate about and find myself doing in each. So much of what we do, as financial advisers, is education and helping clients make good decisions.
Outside of work, I am most passionate about… Currently, I’m most passionate about health and nutrition; on all cylinders (faith, fitness, and vocation). I thoroughly enjoying reading and learning and am currently training for my first triathlon.
When not in the office, look for me… Outside of the office, I can be found anywhere outdoors surfing, hiking, and traveling (locally and internationally). I also be found on the baseball field, where I serve as the Head Coach for the Fellowship of Christian Athletes (FCA) 13U Boys’ team.
The most recent book I read was… “Daring Greatly” by Brene Brown, “Scary Close” by Donald Miller and anything written by Michael Lewis
- CERTIFIED FINANCIAL PLANNER™professional – 2016
- B.S. Business Administration, Emphasis in Management – Biola University 2012
- Financial Planning
- Mutual Fund Portfolios
- Life Insurance
Insurance License # 0K76973