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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
A crucial lesson from Benjamin Graham—the legendary investor who was a dear mentor to Warren Buffett—involves how different investing is from the other things we do: The very trait that drives success in most areas of life can wreck your financial future.
- Entrepreneur Magazine
New research shows Americans are festive, fatigued and ready to spend — if you know how to reach them. These tips helped me break through $100 million with a consistently strong Q4.
- Entrepreneur Magazine
What if the real turning point in leadership isn't when you raise your hand with the answer, but when you admit you don't have one?
- Forbes
Daymond John tells Jaime Catmull that lasting wealth takes honesty, discipline and a true obsession with your customer.
- Forbes
Learn how to invest wisely when stocks hit record highs with strategies that focus on consistency, risk management, and diversification.
- Bloomberg
Fintechs and other consumer companies are eager to take advantage of the changing regulatory mood.