I grew up in Contra Costa County, attending Valhalla Elementary, Valley View Middle, and College Park High. After studying engineering at Cal Poly SLO, I decided to make a career change and venture into the financial services industry as a second-generation advisor. My engineering background still comes in handy every single day of work.
Since starting my business, I have been living and working out of my home in Concord and absolutely loving the city (especially the concerts in the park) with my wife and 1.5 YO son. I am a series 65 certified fiduciary financial advisor, excited to work with professionals and trusted clients of professionals in the area!!