Our Team

I am a California native, however, I was raised with mid-west values. My parents both grew up in Wisconsin and moved to California in 1953. They raised my brother, three sisters and I with the same values they grew up with-honesty, integrity, a strong work ethic and a sense of community.

My dad would often give us his pearls of wisdom such as “a few hours of free labor is worth more than thousands of dollars in advertising” or “you should conduct business and live life in such a way that you can always look everyone in the eye”.

I grew up in Long Beach California and have been living in South Orange County for over 25 years. My wonderful wife Lora and I are raising two beautiful girls, Sara and Rachel, with the same values we were raised with.

Born and raised in Orange County, I've always had a passion for finance and economics. After earning my degree in Finance and Economics, I embarked on a journey to help individuals and families navigate the complexities of wealth management and financial planning.

Outside of the world of finance, you'll often find me indulging in my diverse interests. From the adrenaline rush of mountain biking to the tranquility of scuba diving, I believe in living life to the fullest. Traveling also holds a special place in my heart, allowing me to explore new cultures and gain unique perspectives.

In 2023, I embarked on another exciting chapter of my life as I exchanged vows and tied the knot with the love of my life, Chelsea. Now, with a daughter on the way, family has become even more precious to me. As a dedicated husband and soon-to-be father, I understand the importance of financial security and planning for the future.

I currently hold both the Series 7 & Series 66 licenses through LPL Financial