Here to help you build confidence in your financial future

With over 15 years of experience in the financial services industry, I am committed to helping individuals and families build tailored investment plans that align with their unique goals, values, and aspirations. As a Financial Advisor, my mission is to provide thoughtful, personalized guidance—grounded in trust, transparency, and long-term partnership.

My approach combines strategic planning with a deep understanding of each client’s financial landscape. I focus on aligning investment strategies with individual time horizons, managing risk effectively, and empowering clients through education. I believe in fostering financial literacy so that clients feel confident and informed when making critical financial decisions.

My journey in finance began as a teller at Wachovia Bank, a predecessor to Wells Fargo Advisors. Over the years, I built my career at Wells Fargo Advisors, eventually serving as Vice President - Investments, Financial Advisor. I then continued my professional growth at UBS as Vice President, Wealth Management. I’m proud to return to Wells Fargo Advisors, where I continue my passion for helping clients navigate the complexities of wealth planning with clarity and confidence.

Throughout my career, I've witnessed the transformative power of sound financial advice—seeing firsthand how families can thrive when guided through both prosperous times and life’s more challenging moments. The trust my clients place in me is a responsibility I take to heart and a driving force behind everything I do.

I earned my degree from California State University, Fullerton, and have been fortunate to learn from outstanding mentors who helped shape my client-focused philosophy.

Beyond finance, I am involved in my local community through various volunteer initiatives. My wife and I live in Yorba Linda, California, with our young family. We enjoy spending time outdoors, hiking, and making lasting memories with our loved ones. I am also proud to support several community organizations, including the Kawasaki Disease Foundation.

 
California Insurance License 0H96379 Resident State: CA