Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
My most important values are family, integrity, honesty, learning, community, and giving. My wife and I make it our highest priority to instill these values in our two young sons, Titan and Conan. We not only teach them but more importantly show them by living our lives according to these values.
I started my working career at the age of 16 with a non-profit company helping “at-risk” teens build confidence and avoid negative influences. I rose from Assistant Accountant to Director, and eventually Board Member. This experience gave me a great appreciation for the financial challenges non-profits face in accomplishing their missions.
I obtained a Bachelors Degree in Finance from CSUF and then a Master Degree in Real Estate Development (MRED) from USC. This led to working and consulting for some of the premier real estate developers in Orange County, including: Koll Company, Trammell Crow Company, and the Lincoln Property Group.
The next step in my journey was the founding of a manufacturing and traditional retail company that eventually became the largest brand in that market segment. As the market changed from brick-and-mortar retail to online shopping, I sold the company and started a “cloud” company to serve the same market but without the traditional costs and restraints of traditional retail.
Finally, my quest for my own personal wealth management has led me to Merrill Lynch Wealth Management, which in my view has always been the premier wealth management company. I feel I have found my true calling as a Financial Advisor with Merrill. Not only am I able to totally immerse myself in the field of wealth management, but more importantly, I am able to help my clients achieve their financial goals and take care of what is most important to them and their families.
Thai, Thai & English
USC - Masters of Real Estate Development (MRED)
CSUF - Bachelors of Arts, Finance
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We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.