A native of Southern California, I hail from Oceanside CA and spent my formative years in the Greater Los Angeles area. With over 20 years of experience in the banking and finance sector, I have had the privilege of collaborating with clients from diverse backgrounds worldwide. My approach focuses on creating opportunities and delivering comprehensive financial education to all my clients. Recognizing that our financial journeys are continually evolving, I strive to remain dynamic and efficient in my service.
In addition to my professional pursuits, I am passionate about being a father to my three children and upholding my values in family finance and faith.