I have the unique ability to think strategically while using a creative approach to maximize my clients’ net worth. With a focus on ensuring all financial needs are addressed — closely held businesses, real estate, private equity/investment opportunities, alternative hedging and insurance strategies — my goal is to help people achieve financial freedom. Partnering with top legal minds and tax professionals while relying on processes that leverage technology, I help my clients pursue their dreams, while their money works for them.
I’m a graduate of Point Loma Nazarene University with a master’s degree concentrating in finance. I partner with PLNU by mentoring MBA students. I was awarded the designation of CFP® after completing the required coursework at San Diego State University.
I started out in the production industry, supporting musicians and artists behind the scenes. A natural entrepreneur, I run several businesses with my wife, including a photography and videography company, Pridmoria. My personal business experience enables me to assist business executives and individuals with comprehensive financial planning as a fiduciary. I spent several years at a software company that supported financial advisors and serving clients directly with another RIA before joining the Mission Trails Financial® team. I have been actively involved in the financial markets for more than 13 years and use my extensive investment background to focus on behavioral finance — helping clients navigate turbulent markets and stay on course toward their financial goals.
As someone with a physical disability, I believe nothing should hold you back from pursuing your dreams; I encourage others to think big. During my free time, I enjoy traveling, bowling, photography and volunteering. I live in San Diego with my wife, Crystal, and our sons, Parker and Preston.