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Phone Number
(619) 618-3617Find Me On
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
Education
- Investopedia
Despite potential penalties for tapping into retirement savings before reaching 59 and a half, many workers report doing that during financial difficulty. Nearly 40% of workers reported taking a loan, early withdrawal, or hardship withdrawal from their IRA, 401(k), or similar retirement account, according to a new survey.
- The Guardian
Turn the volume down, don’t use cotton buds and get your hearing tested before it’s too late. Here’s what audiologists recommend to keep your ears healthy.
- Investopedia
After tariff fears hurt the stock market, household net worth decreased in the first quarter—the first time in almost two years. As tariffs have been pulled back, stocks have bounced back in the second quarter. Those gains will likely boost the net worth of higher-income households. But lower- and middle-income households that don't own stocks are unlikely to see those benefits.
- Entrepreneur Magazine
Big moments like launches and funding rounds are just the beginning. The real ROI comes from what you do next.
- Broadridge Content
The latest issue of Market Week is available.
- Financial Times
Being attuned to our deep feelings is being attuned to a valuable source of knowledge. Summer is a season to enjoy our experience as living, breathing, sensual beings with the beautiful gifts of our senses that we so often take for granted.