Service has always been central to who I am. From my early years, helping set up and take down chairs at my church or being the go to "guy with a truck" assisting friends with moves, I have always found fulfillment in supporting others. As an adult, I continued this commitment to service as an officer with the California Highway Patrol, proudly serving my community for 14 years. Unfortunately, a back injury has prevented me from continuing in that role. However, my desire to serve remains unchanged. Now, as a Wealth Adviser, I am dedicated to serving my community by providing education, guidance, and support to my clients.

Life has taught me many things, but one guiding principle stands out: tomorrow is promised to no one. With this in mind, I strive to live each day with gratitude, focusing on what truly matters; my faith in God, my role as a husband, and being a father to three wonderful children. These values shape not only my personal life but also my approach to my profession.

As a Wealth Advisor, it is my commitment to serve my clients as a fiduciary, guiding them through their financial journeys with integrity, transparency, and personalized care. I believe in a holistic approach, collaborating with clients' existing financial professionals (CPA, Realtor, or Attorney)—to create a comprehensive financial strategy that is also tax efficient.

My ultimate goal is to guide clients in making wise investment choices that maximize tax savings and strategically grow wealth, empowering them to achieve their desired lifestyle.