Thriving In Hard Times Comes Down To 3 Surprising Moves
- Forbes
Reinvention isn’t about avoiding struggle, it’s about grit, authenticity, and goals that leave no room for retreat. Here’s how people thrive when life gets hard.
Phone Number
(619) 618-3617Find Me On
About Me
Born and raised in sunny San Diego, I attended SDSU before launching my career in finance. In 2012, I joined Southwest Securities–now Hilltop Securities–where I had the privilege of working alongside my grandfather until his retirement in 2016. Today, I help clients navigate the markets by utilizing Hilltop’s premier advisory services, crafting investment portfolios that align with their goals and risk tolerance.
I'm fortunate to share my life with my beautiful wife Sydney and our energetic dog, Oliver. We enjoy spending time exploring San Diego's vibrant restaurant scene and discovering new favorites. In my downtime you'll find me cheering on my favorite F1 team, playing pickleball, or serving at my local church.
Whether you’re looking to grow your wealth, refine your financial strategy, or just want to chat about investments over coffee, I’m here to help. Let’s connect!
Address
750 B Street
Suite 3100
San Diego, CA 92101
Licenses
- Series 7
- Series 63
- Series 65
- CA Resident Insurance Producer
- CA Insurance License #0L76383
Education
- SDSU
Tariffs are making their way into the grocery aisle, from coffee beans to eggs
- Business Insider
August data from the Bureau of Labor Statistics shows a sharp increase in grocery prices. Grocery prices jumped the most in August since 2022, driving up the cost of coffee, beef, and eggs. Inflation exceeds the Federal Reserve's 2% target, complicating rate decisions amid job market woes.
Financial Basics for Millennials
- Broadridge Content
In the financial realm, the millennial generation faces a unique set of challenges.
Have You Checked Your Retirement Plan Lately?
- Broadridge Content
If you haven't given your retirement plan a look within the last 12 months, now may be a good time to do so.
Claiming Life Insurance Benefits
- Broadridge Content
A beneficiary must file a claim before receiving any benefits from a life insurance policy. To locate all policies, contact your agent or your spouse's or family member's employers for policies they may have issued. In each case, you'll have to notify the insurance company that the policyholder has
Should You Buy Long-Term Care Insurance?
- Broadridge Content
Chances are good that you will need some form of long-term care in the future. Don't look to Medicare for help unless you've met its hospitalization requirements and eligibility guidelines.