Experience
I have been working in the financial services industry since 1995, and am proud to say that all of my experience has been gained at RBC Wealth Management. Throughout the years I have gained considerable expertise in wealth management & retirement planning, defining asset allocation models, and the strategic use of municipal bonds. I obtained a Bachelors Degree from Cal-State Northridge and obtained my Series 7, 63, and 66 investment licenses. I have earned the honor of being on American Funds All-American Team as well as working my way up to being a Vice President-Financial Advisor. I have donated my time as a speaker for the student investment management class at Cal-State Northridge and am always looking for fun and unique ways to give back to the community.
Personal
Away from the office, I enjoy spending time with my lovely wife, Chase. Being Southern California natives, Chase and I are very active in our community. Both of us enjoy being continual supporters of the public school system. Recently, I have given my time as a guest speaker at Kentwood Elementary School, where I shared basic investment fundamentals with the 5th grade classes. Additionally, we love spending our time cooking, playing tennis, and traveling along the coast.
