As a financial advisor, it is my primary role to understand the needs of each client individually. By first seeking to understand what is most important to you, I can then help you identify and achieve your goals by partnering with you in your full financial picture. I work with individuals, families, and business owners who are looking to organize, build, protect, and transfer their wealth. I take great pride in helping to create a potentially generational impact in the lives of my clients. Most importantly, I believe that no client should be treated as an asset under management or a dollar sign.
I enjoy the challenge of developing complex wealth strategies, which often require collaboration with my clients' other professionals such as CPAs and attorneys.
I was born and raised in Southern California; Orange County to be exact. However, because my wife, Kristy, and I wanted our family to be raised in a different environment, we moved to Midlothian, Virginia, in May 2016. We have never once looked back.
We are raising one boy and four girls: Emma, Logan, Chloe, Kate, and Gwen—including two sets of twins! Additionally, we have an English bulldog named Sergeant and two cats, Mavis and Marty.
In the small amount of free time I have, I enjoy golfing, coaching my kids' sports teams, playing music, working with my hands fixing and building things, and a good bourbon.