I have amassed over 25 years of experience in the retail, wholesale and manufacturing sectors of the financial services industry, including nearly 15 years as a senior executive for a mid-size national Broker/Dealer that I co-founded. During this time, I personally trained hundreds of Financial Advisors in product, sales, marketing and practice management skills along with serving hundreds of retail investors needs related to their investment portfolios. It is this in-depth knowledge of investment products and services that I bring to the clients I serve.
I was born and raised in the San Francisco Bay Area in Marin County, graduating from college at the University of California at Berkeley in Legal Studies and ultimately raising my three children in Sonoma County. I moved to Orange County in Southern California, where my wife, Laura, was raised, in 2011. Not a difficult transition considering my love for outdoors and coastal lifestyle. I enjoy golfing, cycling, paddle boarding, running and swimming (even competing in several local triathlons each year).