Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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, 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 Lynch. 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.
USC - Masters of Real Estate Development (MRED)
CSUF - Bachelors of Arts, Finance
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Drawing from our experience and the best thinking of Merrill, we will build a strategy 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.