My number-one priority has always been a client-focused practice, and I am dedicated into seeking to provide the highest level of service and financial advice to our clients. I started my career with Edward Jones in 2014, after serving in the United States Marine Corps and moving back home to Lincoln, California, with my wife. In 2020, I decided to partner with West Capital Wealth Management, who utilizes LPL Financial as their broker dealer, to ensure that I am able to continue to provide a collaborative experience to our clients.
I believe in a holistic approach that begins by understanding and clarifying your expectations and goals before investing any money. To me, providing wealth strategies involves more than just investment guidance. I welcome the involvement of your CPA, attorney, and other professionals to address the entire scope of financial concerns. This includes your tax mitigation, estate considerations, wealth preservation strategies, and charitable giving to tailor a strategy that is appropriate for you and your family.
I graduated from San Francisco State University with a degree in Business Administration with a concentration in Finance. I have obtained my CFP® certification and my CRPC®, and CFPA® designations. In addition, I hold the Series 7 with LPL Financial, and the Series 66 with LPL Financial and Mariner Independent Advisor Network LLC. I am also insurance licensed. I have served in the United States Marine Corps as a Senior Intelligence Analyst and Security Manager. During my service, I assisted with Operation Tomadachi during the Japan Tsunami, combat operations in Helmand Province, Afghanistan, and other humanitarian operations in Southeast Asia.
Currently, my wife and I reside in Lincoln with our three children. As a family, we enjoy staying active outdoors. Personally, I enjoy wakesurfing, snowboarding, golf, and spending as much time with my kids as possible.
I am blessed to genuinely enjoy the clients I work with—and to be able to work relentlessly to help them pursue their long-term goals.
*Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.