I have worked in the investment management industry as a financial advisor since 2001. My responsibilities include working with clients to identify their unique needs and provide the most appropriate product or service to help protect and grow their capital. I have a Bachelor of Arts degree from the University of Arizona and an MBA from Cornell University. I have passed the Series 7, 63 and 65 exams as well as hold my life, accident, and health insurance licenses.
I recently moved to Los Angeles, California, after spending most of the past 20 years living in New York City and San Diego. In addition, I have lived and worked in Greece, Italy, France, England, Spain and Germany. My wife and I enjoy exercising, playing sports, reading, hanging out at the beach, backpacking, and watching live music. Outside of my family and career commitments, I am involved with many community programs, including the local church, the Cornell Alumni Network and the National Eagle Scout Association.