There was a time in my life when I genuinely didn’t know if I’d be able to stay in college, and my family wasn’t sure if we’d be able to keep our home. I remember the stress, uncertainty, and fear that financial challenges can create, even for people who are working hard and doing their best. Those experiences shaped the way I think about money and inspired a passion for helping others build confidence in their financial future.
While studying Financial Planning and Entrepreneurship at California Baptist University, I realized that financial planning was about much more than investments and numbers. It was about helping people find peace of mind. Having experienced financial uncertainty firsthand, I felt called to help others avoid the same struggles and gain the confidence that comes from having a clear plan.
To me, financial freedom isn’t about having the biggest portfolio or accumulating the most wealth. It’s about waking up each day free from financial anxiety, knowing you have a plan in place and the confidence to focus on the people and priorities that matter most. That’s the feeling I strive to help every client achieve.
My Christian faith is the foundation of my life and influences everything I do, including how I serve my clients. It has taught me the importance of stewardship, integrity, and putting people before possessions. I strive to treat every client with genuine care and build relationships rooted in trust, empathy, and service.
Outside of the office, I enjoy spending time with my girlfriend Meghan, family, and friends, who are a constant reminder that life’s greatest blessings aren’t measured by financial success. Whether I’m trying a new recipe in the kitchen, baking my family’s favorite chocolate chip cookies, staying active, or serving through my church community, I value opportunities to connect with the people who matter most.
Above all, I hope to help people experience the same thing I value most: the confidence and peace of mind that come from knowing you’re going to be okay.
Learn More About Me
If you had a million dollars to spend, what would be the first three things you would buy?
First, I’d buy a condo in a great area. Then I’d invest in a high-quality outdoor pizza oven and some top-tier kitchen appliances. I love cooking and baking, so having the right tools would make every meal feel like an event.
What’s the most likely place people could find you on a Saturday night?
Probably out exploring a coastal city with Meghan, spending time with family and friends, or enjoying a game night with the people I care about most.
Which would you pick: Living on the beach or living near the mountains?
The beach, every time. Give me warm weather, an ocean view, and the sound of waves, and I’m a happy man.
If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?
Trust God more than your fears. Most of the things you’re worried about won’t happen, and the things that do will shape you into the person you’re meant to become.