Director of Advisors, Financial Advisor
In college I majored in history with plans to be a teacher when I grew up. After graduation I took a part time job at Disneyland before planning to go for my teaching credentials the following year. Like many who start part time at Disneyland, I ended up working there for much longer than I expected. I spent eleven years there primarily managing restaurants.
In 2016 I decided to pursue a new career in Wealth Management and Financial Planning. I have found this industry very rewarding because it aligns with my years of customer service and study of History. I enjoy working with people and assisting with their finances as we consider the past, prepare for the future and act in the present.
As the Director of Advisors I have the privilege of leading our K2 Advisors in addition to servicing clients of my own. I enjoy learning from my team and clients because that makes me more effective when helping others.
My mission is to motivate, empower and keep people excited about working towards their financial goals.
- Financial Advisor – Series 7 and 66
- BA History – University of California, San Diego 2005
I live in Brea with my wife and two kids. Working at Disneyland has made us value spending as much time with our kids as possible, especially while they’re young and excited to be with us too! Before my oldest child was born I picked up woodworking as a hobby – putting up crown molding in the bedroom and building picture frames. I plan to get back to that when my youngest goes away to college.