Since joining the financial advisory business in 2006, I've maintained a commitment to develop expertise in my craft and deliver comprehensive financial planning to high-net-worth individuals throughout the United States.
As a Certified Financial Planner (CFP®), and Pacific Wealth Management’s Managing Director, I lead our experienced team of professionals to add ongoing value to our clients lives. Our disciplined approach to financial planning ensures all aspects of our client’s financial lives work together in a coordinated way today and throughout their lifetime.
While studying economics and art history at the University of California (Davis), I also attended the University of California Study Center in Siena, Italy. When I’m not helping clients reach their retirement goals, you can find me with my family, surfing, or on the golf course. I also love to ski, snowboard and explore new parts of our planet.
