Heating Your House This Winter Could Be Cheaper Than Last Year
- Investopedia
People with natural gas can expect lower heating bills this winter, as mild weather and lower costs will take some pressure off utility bills.
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
Video: Why Finance Execs Are Counting Every Token
- Bloomberg
Workers running up their AI use, or 'tokenmaxxing,' has given way to value-maxing, but AI spend is still keeping chief financial officers up at night.
92 New Vehicles Leasing For Half The Cost Of A Car Payment Or Less
- Forbes
One way to beat rising new-car prices is to lease, rather than buy one outright, with the most affordable deals this month going for around $200-$400 per month. Here's a list from Forbes.
Owning a Home Feels Out of Reach — So Gen Z Is Spending Big in Another Area
- Entrepreneur Magazine
Here’s how Gen Z is “reorganizing the American Dream” and cutting back to afford their goals.