What’s in the Trump Tax Bill That Just Passed the Senate
- Bloomberg
President Donald Trump’s multitrillion-dollar tax and spending package moved closer to reality after it passed the Senate Tuesday. Here's what's in it.
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
Bull vs. Bear: The S&P 500 Market Outlook for the Rest of 2025
- Forbes
The S&P 500 bounced back after a near bear market. Will the rally last? Explore 2025's stock market outlook, bull vs. bear cases, and what investors should consider now.
Grief Forced Me to Step Away From My Company. These 5 Systems Made It Possible.
- Entrepreneur Magazine
Whether you're in the middle of a personal crisis or just in need of a vacation, you shouldn't have to choose between your life and your business. Here are some of the strategies that made it possible for this founder to unplug for two weeks.
You Don’t Need A Retirement Coach—Or Do You?
- Forbes
Professional golf and tennis players have coaches to guide their way, give them feedback, and help them get to where they want to go. Coaches can also help retirees.
RSVP SOS
- Business Insider
Partiful, Apple Invites, Paperless Post: How online invitations became a splintered mess