The secret to a wonderful life is loving your family and when you come to a fork in the road, take it! Life rarely has a single path, so my goal as a Financial Advisor is to strategically plan for my clients to have the financial freedom to take life’s opportunities as they come.
My beautiful wife Lindsay and I both had the privilege of growing up here on the Central Coast and believe there is no better place on earth to raise a family! With two small children, we understand the constantly changing economic challenges facing young families today. My passion is to work with my clients to develop strategic financial plans, preparing them not only for milestones in life’ but for the unexpected occurrences along the way. With proper planning, we cannot always predict what the future holds but we can be better prepared if investment and savings plans are in place.
With my background as an Internal Auditor, Information System Analyst and Accounting Manager as well as a former graduate from Texas A&M University, I bring a unique perspective of business analysis from an internal and external perspective. As an avid foodie and a love for travel, I understand the balance of saving for the future while still enjoying life’s adventures.