I began my career in the financial services industry in 2000 and specialize in helping my clients with retirement planning and by creating comprehensive wealth management plans. I hold the Series 3, 7, 31 and 66 securities licenses. After completing the required coursework at the College of Financial Planning, I received my CERTIFIED FINANCIAL PLANNER™ certificate. The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate, and retirement planning.
I graduated from Pepperdine University in 1996 with a Bachelor of Science degree in chemistry and later received a master’s degree in chemical engineering from Montana State University.
I have been married to my beautiful wife for 17 years, together, we have one daughter who has a love for theater and musicals. I support the Cystic Fibrosis Foundation, performing arts, along with free fitness activities like the November project. In my spare time, I enjoy golfing, obstacle course racing, and almost any outdoor activity. I am very passionate about fitness and health.