I've been fortunate to be a part of the Wells Fargo Advisors family (and its predecessor firms) since 1991. As Managing Director - Investments and Senior PIM Portfolio Manager, I lead a team that manages over $1.5 billion¹ in assets for high-net-worth individuals and endowments. My passion lies in understanding each client's unique needs and crafting personalized solutions to help them achieve their financial goals.

I believe in a hands-on approach, and I'm deeply versed in issues related to portfolio management, fixed income portfolio construction and concentrated stock hedging strategies. It has been an honor to be consistently recognized as a Platinum Council member for the last 23 years (2000-2023), but the real reward is seeing the positive impact we make in our clients' lives.

Outside of my work, I am passionate about giving back to my community. I currently have the privilege of serving on the board of La Jolla Playhouse as a past chair. During my 20 years of board service, I have led the Playhouse strategy to become one of the most financially secure non-profit theaters in the country. I've also had the pleasure of serving on the boards of Theatre Communications Group and New York's Tectonic Theatre Project.
 
As a proud alumnus of the University of California, San Diego, I have completed triathlons, (including the California Half-Ironman twice). My wife Gail and I love collecting wine, theater, photography, and traveling the world.

At the end of the day, what matters most to me are the relationships I've built with my clients and the trust they place in me. I'm committed to being a partner in their success and helping them navigate life's financial challenges with humility, dedication, and a personal touch.

CA Insurance License Number: 0A01789. Resident State CA.

As a Managing Director–Investments and Senior PIM Portfolio Manager at Wells Fargo Advisors, I've had the privilege of guiding clients through their unique financial journeys since 1998. My approach is rooted in fostering deep, meaningful relationships with a select group of high-net-worth families. By taking the time to understand each client's distinct needs and aspirations, I'm able to craft tailored strategies that strive to encompass every facet of their financial lives. Together with my dedicated team, we manage over $1.5 billion¹ in assets, delivering a level of service that goes beyond mere numbers and charts. From portfolio management and asset allocation to rebalancing, tax management, and implementation, we leave no stone unturned in our pursuit of our clients' success.

My commitment to making a difference extends far beyond the realm of finance. I spent 25 years on the Board of Directors for the Natural High Foundation, a San Diego nonprofit dedicated to inspiring our nation's youth to embrace a drug-free lifestyle. As Board Chair for the Life Rolls On Foundation, I had the opportunity to support nationwide programs that empower individuals with spinal cord injuries. I also served as a Sergeant with the San Diego Honorary Deputy Sheriff's Association.

These experiences have not only been incredibly rewarding on a personal level, but they have also shaped my approach to client relationships. I bring the same level of dedication, empathy, and holistic thinking to every interaction, whether I'm helping a client navigate a complex financial decision or volunteering my time to a worthy cause. This commitment has been recognized through accolades such as the San Diego 10News Leadership Award and being named to the Non-Profit Times "Top Non-Profit Executives" list2. I've also had the privilege of sharing my insights through publications such as the Chronicle of Philanthropy, Kiplinger's Personal Finance, San Diego Union Tribune, Los Angeles Times, La Jolla Light, and Non-Profit Times.

My degrees from University of California at San Diego (UCSD) and a Master of Science in Business Administration with an emphasis in Financial and Tax Planning from San Diego State University, have equipped me with the knowledge and skills to navigate the intricacies of the financial world.

My wife Ricki and I have two teenage daughters, and three beloved "fur-kids": Monkey the Terrier, Juicy the English Mastiff, and Yoshi the “Super Mutt”. As a former competitive surfer with UCSD, I had the honor of winning two national titles. Today, I find joy in fishing, photography, surfing, and exploring the world through travel.

CA Insurance License Number: 0C46478. Resident State CA.

As Managing Director–Investments and Senior PIM Portfolio Manager at Wells Fargo Advisors, I've been fortunate to help clients achieve their financial goals since 1998. My passion lies in providing bespoke, hands-on solutions that cater to each client's unique needs. Together with my dedicated team, we manage over $1.5 billion¹ in assets for ultra-high-net-worth individuals and institutional clients, delivering personalized, high-touch service that goes beyond the numbers.

My multi-dimensional approach to investment planning is rooted in my extensive educational background. I earned my bachelor's degree from the University of California at San Diego and completed the Personal Financial Planning Program at San Diego State University (SDSU). I went on to earn a Master of Science in Business Administration with an emphasis in Financial and Tax Planning, also from SDSU. As a member of SDSU's Beta Gamma Sigma Honor Society, I was humbled to receive the Charles Lamden Rising Star in Business award. I was also named to the 2024 Forbes/Shook Best-in-State Wealth Advisors list. From 2015-2024, I've been recognized as a Platinum Council member (previously known as Premier Advisor), a distinction I share with a select group of Financial Advisors who exemplify excellence in education, business production, professionalism, best practices, and team structure.

Beyond my securities registrations and insurance licenses, I hold the CERTIFIED FINANCIAL PLANNER™ certification and the Certified Investment Management Analyst (CIMA) designation. These achievements reflect my commitment to providing comprehensive, top-tier financial advice to every client I serve.

Giving back to my community is equally important to me. I had the privilege of serving as Vice President and Treasurer during my 12-year tenure on the Board of Trustees for the Museum of Photographic Arts (MOPA) in Balboa Park.

Family is the cornerstone of my life. My wife, Katherine, and I are the proud parents of triplets – Auline, Jackson, and Lucas. We make our home in the beautiful city of La Jolla. When I'm not cheering on the Angels, Seahawks, or SDSU athletics, you can find me on the tennis court with Jackson or coaching Lucas’ baseball team.

California Insurance License Number: 0C61130. Resident State CA.