I believe great financial planning starts with strong relationships. I work closely with clients to understand what truly matters to them, then help translate those values into a clear, thoughtful financial plan. Through investment management, retirement planning, and insurance strategies, my goal is to educate and empower clients so they feel confident in their decisions and secure in their financial future. When clients have clarity and peace of mind around their finances, they’re free to focus on living life with purpose.
My passion for financial planning is rooted in my own story. I grew up in a hardworking, paycheck-to-paycheck household with limited access to financial guidance. My parents worked incredibly hard, yet it always felt like getting ahead was just out of reach. Seeing this firsthand showed me how powerful financial education can be—and how important it is to start planning early. Today, I’m committed to making that education accessible and helping clients reduce stress through clarity and thoughtful planning.
Education
I earned a Bachelor of Arts in International Business from the University of California, San Diego, and an Associate Degree in Business Management from Southwestern College. I hold the Series 7 and Series 66 licenses, along with life and disability insurance licenses, and I plan to begin pursuing my Certified Financial Planner™ (CFP®) designation as part of my ongoing commitment to providing the highest standard of fiduciary advice.
Experience
Before joining Mission Trails Financial, I spent three years at Goldbook Financial, where I worked directly with clients and gained broad experience in financial planning, with a strong focus on insurance strategies. As a former Division I athlete, I bring a disciplined, team-oriented mindset to my work and value preparation, accountability, and steady progress toward long-term goals.
Personal
Outside of work, I’m passionate about building relationships and giving back through baseball. As a high school pitching coach, I enjoy mentoring young athletes and helping them build confidence, discipline, and resilience—both on and off the field. I also enjoy serving as a resource for pitchers of all ages, from Little Leaguers to close friends in professional baseball. Whether working with clients or coaching athletes, I’m driven by a desire to help others grow, succeed, and reach their full potential.
Outside of baseball and finance, I love playing golf with friends and clients. Me and my wife, Madison, love hanging out with family, doing cool things with friends and traveling to new places.