As an advisor experienced in providing comprehensive wealth management for middle-income and high net worth families, retirement plans, charitable organizations and businesses, I help clients develop and implement strategies for realizing their unique goals. Whether their goals are retirement, the education of a child, wealth preservation, transferring an estate, or providing for your loved ones. My investment philosophy concentrates around risk management to help prevent unnecessary volatility in your portfolio that is uniquely appropriate to your needs.
Since graduating from USC with a Bachelor’s with emphasis in Finance and Entrepreneurship, I have been advising individuals and businesses in realizing their investment and financial goals. With a strong focus in relationship building and integrity, I have been able to build a faithful and successful practice throughout my tenure as an advisor. This is made possible by working with other professionals and through the resources of Wells Fargo Advisors.
I enjoy traveling with my wife and three kids. I’ve traveled to all 7 continents, all 50 U.S. States, and visited over 100 countries. I also follow USC football and continue to be involved within the church and Trojan community.
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