What excites me most about this work is meeting new clients and learning about the different ways people can reach their financial goals. Every person's situation is unique, and I love the challenge of figuring out what's going to work best for them. I've been in this industry for 13 years, and I'm still energized by the numbers and analytics. Give me time to deep dive into different investment vehicles, and I'll find you options that are actually suitable for your specific needs and goals.
I grew up in La Habra, California, and one of my favorite memories is going to hockey games with my mom and dad. Those nights taught me what it means to show up for the people you care about. Now I live in Visalia, where I'm raising my two sons, Patrick and Samuel. Everything I do in my career is for them. I want to provide them with a good life, and that same drive is what I bring to every client relationship. I'm here to help you build something better for your family, the same way I'm building for mine.