Broker Check

Professional Background

  • Received Bachelor of Arts Degree from California State University, Long Beach
  • Earned Certified Financial Planner Designation
  • Successfully  Passed Series 7, 63,, 66 and SIE Securities Examinations
  • Licensed with the State of California in Life, Accident & Health Insurance
Personal Background

Personal Background

I am an avid fitness enthusiast and a firm believer in maintaining a healthy mind and body. I believe that taking control of your personal life is just as important, if not more, than your financial life and I strongly encourage my clients to do the same. I have been actively involved in the CrossFit community since 2001 and it has pushed me to complete in multiple events both locally and at the state level.

When I'm not working with clients or on myself, I enjoy travelling with my girlfriend Corey. Whether exploring the far corners of the world or enjoying a long road trip, we have learned to appreciate everything this world has to offer. Along with Corey's son Nathan and our two dogs, we are exceptionally blessed. 

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