US Economy Increasingly Revolves Around Data Centers, New Report Shows
- Investopedia
The U.S. economy increasingly depends on the buildout of data centers, according to the Federal Reserve’s “Beige Book” report.
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
10 Books To Help You Make Good Decisions With Less Stress
- Forbes
Explore decision-making books that offer practical frameworks, psychological insights, and strategies for making smarter choices every day.
Understanding the U.S. Employment Report: Key Insights
- Investopedia
The jobs report is among the most important and comprehensive economic releases and the earliest to provide data for the prior month. Its numbers are hotly anticipated and closely parsed as a result.
Caretaking Expenses Add Up for the ‘Sandwich Generation’—Particularly in Rural States
- Investopedia
A state-by-state look at where child and elder care costs cause the most strain.
The 5 Tests Buyers Use Before Pricing Your Business
- Entrepreneur Magazine
Before assigning a valuation, institutional buyers evaluate cash flow quality, financial discipline, operational resilience and risk. Learn the five tests that matter most.
Fewer Than 3 in 10 Roth IRA Savers Max Out Annual Contributions. How Do You Stack Up?
- Investopedia
According to the latest IRS data, just 29% of Roth IRA contributors maxed out, meaning more than 7 in 10 fell short of the annual limit.