As managing partner of the firm, I am a resolved believer in making people a priority. Whether it be my colleagues or clients, I find satisfaction in connecting with and helping people approach their lives in a purposeful manner. I understand that while every stage of life has its own unique challenges, a solid plan and prudent decision making are indispensable. Here at K2, we help people build a solid foundation through a team approach that supports our clients in making the best decisions they can.
K2 was founded by my late father, Jerry. He was also a financial advisor who loved people. The invaluable lessons I learned from watching him help many people reach their life goals has inspired me to keep moving forward. I began my journey as a Financial Advisor here at K2 in 2001. Since that time our underpinnings have strengthened, and our team has grown. I look forward to providing many more successful outcomes for clients and the team alike.
My mission is to inspire, challenge, and prepare people for a prosperous financial future by laying a firm foundation of team building and strategic financial leadership.
- CERTIFIED FINANCIAL PLANNER™ practitioner – 2008
- Certificate in Personal Financial Planning – Accelerated Program, UCLA Extension – 2008
- BS, International Business, Azusa Pacific University 2003
CA Insurance Producer License #0F41054
When not working, I can be found at home raising my four energetic children alongside my amazing wife. Being their father is one of the greatest privileges of my life, and I work hard to be present even with significant business demands. I love spending time outdoors and learning new things as a family. We spend a lot of time hiking, biking, traveling, and generally just looking for a good adventure. Before starting a family, I spent considerable building and racing cars. These experiences have taught me many things, but most significantly to pay attention to details and that successful outcomes are often followed by good planning and thorough preparation.