Your Customers Won’t Forgive Empty Words — Here’s Why Overpromising Costs You
- Entrepreneur Magazine
Failing to deliver hurts more than just your bottom line.
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
Iran, Oil, Stocks, Inflation, and Where to Invest — What You Should Know
- Forbes
The recent conflict with Iran has brought chaos to global financial markets. What investments may do well? What is corporate America's most important issue?
How To Create A Personal SWOT In The Age Of Intelligent Machines
- Forbes
How to create a personal SWOT to identify strengths, weaknesses, opportunities, and threats so you can stay valuable as intelligent machines reshape careers.
Why war isn’t always good for defence stocks
- The Economist
With armed conflicts spreading, investors’ enthusiasm for arms suppliers is understandable. Yet it comes with risks.