Check the background of this financial professional on FINRA's BrokerCheck

Phone Number

(619) 618-3617

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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

Retained Voting Rights

- Broadridge Content

When selling your business — regardless of whether the buyer is a family member, a key employee, or a third party — if the sale involves payments spread over time and funded from future business earnings, you need to ensure that you will collect on this income. When your long-term interests depend on the health and survival of the business, retained voting rights can allow you to strengthen your minority shareholder position.