About Me

My staff and I have worked hard to build a client centered practice over the years. Financial products can be very complicated and overwhelming.We pride ourselves on being great problem solvers with your financial concerns. We will most importantly listen, then will work to make things easy to understand and comprehend so you can make confident and informed decisions about your family's financial future.

My wife and I reside in Ladera Ranch, CA with our three daughters Kenzie, Kambry and Kylie.

 

ACHEIVEMENTS

  • CERTIFIED FINANCIAL PLANNER
  • MDRT Court of the Table 2012, 2013, 2014
  • Chairman's Council Agent 2014, 2015
  • New Org Paid Life Case Leader 2008
  • B.S. Electrical Engineering Cal Poly SLO
  • Former NFL Football Player for 5 Seasons
  • Former CA Real Estate Broker

     

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Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 25,199.29 +0.32
Nasdaq Composite 7,854.44 -0.01

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