Chief Executive Officer
Why I love what I do
The aspect of helping people both plan for and successfully manage their significant financial life events is very rewarding to me. I have been given the opportunity to work with clients and their families for well over 20 years, and these experiences have allowed me to see the tangible result of my efforts and advice. Global capital markets are ever changing in this fast paced world and I embrace these challenges as we design and implement strategic investment strategies which help both grow wealth and maintain it when it is needed most. I have been honored to become a trusted advisor, and given the opportunity to work with clients during the transitions in life we all experience and face. Offering people financial independence and financial confidence is a valuable service, but the best experience of all has been the personal relationships and friendships which have developed and grown over the many years.
In addition to my work, I am most passionate about. . .
I have dedicated my adult life to the protection and service of others. I am actively involved in many aspects of our community which provide increased public safety and a better quality of life for our neighbors and friends across Southern California. I continue to provide advice and guidance though non-profit activities which directly impact the communities we serve. I have always held the belief that the best life lived is dedicated to the service of others.
When I’m not at work, I’m . . .
Engaged and involved with both family and friends. I enjoy traveling and spending time in the beautiful Southwest, boating and motorcycle riding, and both fall and winter sporting activities.