“I have a singular, core focus to pursue one specific goal - to guide families, individual investors, executives, and business owners toward achieving a successful, goals-based retirement outcome.”

With over 15 years of private client experience, the backing of a Barron’s Top 100 RIA firm*, and 3 industry leading strategic relationships for clients to select from- LPL, Charles Schwab and Fidelity, my clients have a multitude of options as it relates to investment choice, asset custodian, and fee transparency. 

My wife and I reside in Encinitas with our daughter. We enjoy surfing, fitness training, and mountain biking our local trails.