Taking a break from your loved ones might be painful – but it’s the only way to grow
- The Guardian
Time apart is sometimes key to making the relationship work. The same applies to all the other people in our lives
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
Microsoft SharePoint's Hack: What We Know
- Bloomberg
Hackers exploited a security flaw in common Microsoft Corp. software to breach governments, businesses and other organizations across the world and steal sensitive information, according to officials and cybersecurity researchers. Microsoft released a patch for the vulnerability in servers of the SharePoint document management software and said it was still working to roll out other fixes. Bloomberg's Rosalind Mathieson breaks down the situation.
How to Survive Wedding Season Without Going Broke (or Looking Cheap)
- Investopedia
There are ways to handle the expense of wedding season without going broke (or feeling cheap!). It all starts with knowing what matters to you.
Market Week: July 21, 2025 (Video)
- Broadridge Content
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