About Me
I’m a CFP® professional with over 25 years of prior experience as a self employed business owner. That background has given me an understanding of what it takes to build, protect, and successfully transition a life’s work into a fulfilling retirement. Born and raised in Chula Vista , I graduated from San Diego State University. My wife, Lisa, and I enjoy travel, good food and wine, live m
usic, and local sports. We love spending time with our daughters, Elyse and Lauren, as well as our rescue dog, Sierra. Learn More
The next step is a brief introductory conversation to see whether working together may be a good fit. Please call: 858-514-8876
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