I work closely with Financial Advisors from diverse backgrounds and with varying goals, whether they’re pursuing a traditional practice model or exploring independence through business ownership. I’m committed to helping business owners, investment advisory practices, teams, and individual advisors leverage our comprehensive suite of products, services, and practice management technology to serve clients effectively and confidently.

In November 2021, my wife Diana, our two children, and I relocated to San Diego—Diana’s hometown—where I assumed the role of managing the Wells Fargo Advisors Wealth Brokerage Services Financial Advisor team. In that capacity, I supported over 60 branch-based Financial Advisors across San Diego, Riverside County, the Desert, and the UTC hub. After four successful years, I transitioned to lead our Private Client Group La Jolla office.

I hold a degree in International Business and Spanish with an emphasis in Finance Management from San Diego State University. Outside of work, I enjoy spending time with friends and family— whether camping, traveling, skiing, attending concerts and sporting events, or simply enjoying the moment.

CA Insurance License #0H68863 Resident State: California