I believe business owners and individuals who are happy with their business and personal finances live happier lives

Welcome to my Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

I have 11 years of experience in Finance and have been a Financial Advisor with Principal for 3 years. My background in corporate finance at GE & Deloitte Consulting along with the experience I gained at Ameriprise as a paraplanner, has helped me build a holistic Financial Services practice. Additionally, I fulfilled an entrepreneurial dream by founding a craft brewery in the South Bay. I have been a guest instructor in CSUDH's Entrepreneurship Academy, served as President of FAN (a local professional organization), participated in Leadership Hermosa Beach as the leader of the design committee, and regularly participate in various other community events.

I earned my Bachelor of Science in Finance from the University of Florida, studied abroad at Antonio de Nebrija University in Spain, and graduated from GE's Financial Management Program.

My wife, Cherish, and I live with our son, Liam, in the beautiful South Bay community of Los Angeles. We both enjoy staying active, and can often be seen playing beach volleyball, exercising our two dogs, participating in our local gym and at church activities, or cheering on the Redondo Union High School Girls' Lacrosse team that Cherish coaches.

2018 Tax Reform Information