With 15 years in the financial services industry, I help clients make informed decisions about their investments and insurance by giving them the knowledge and options they need. I hold licenses in Life, Health, and Accidental Insurance, as well as Series 6, 63, and 65 securities licenses. My guiding belief is simple: The more you know, the better choices you can make.
I earned my degree in Computer Science from Cal Poly San Luis Obispo and have a professional background in cybersecurity. Today, I work with clients from all walks of life, helping them build strategies that fit their goals—no matter how big or small they may seem. I value honesty, freedom of choice, and providing access to the wide range of resources our platform offers.
Originally from Elk Grove, CA (still home at heart), I now live with my wife and two children—who I jokingly call my three bosses. Outside of work, I enjoy building and tinkering with projects, cooking, and even crafting my own BBQ grills. Travel is another passion, with Lisbon, Portugal being one of my favorite destinations. I live by the motto: Life is about choices, not circumstances.