Merrill Lynch

Based in La Jolla, California, I’m dedicated to guiding my clients through every aspect of their financial lives, adapting to their evolving needs with thoughtful, ongoing financial guidance. My approach is built on goal-based planning—creating a clear roadmap that helps clients move from their current financial situation toward their unique short, intermediate and long-term goals. I take a disciplined, methodical approach to wealth accumulation, preservation, and transfer, using defined processes that integrate investment and risk management, tax minimization, and asset preservation. A key focus of my work is helping ensure a lifetime retirement income stream while also providing tailored insurance strategies for estate planning purposes, income replacement and business succession. Above all, I prioritize building strong, long-term multi-generational relationships with my clients and their families. At the core of my philosophy is a deep commitment to delivering exceptional guidance, service, and a positive client experience. Before transitioning into financial services in 2003, I served as a Naval Officer for 11 years, flying the F-14 Tomcat. I continued my service in the U.S. Navy Reserves for another 12 years before retiring as a Commander in 2010. My financial career began at MassMutual Life Insurance Company and Smith Barney, before I moved to Merrill in 2009. Outside of work, I have a passion for landscape photography and an active lifestyle. I’m an avid CrossFit athlete, runner, skier, and backpacker—and a dedicated weekend backyard grill master. My wife, Tamara, and I love entertaining friends and family at our home, and our greatest joy is our family. We’ve lived in San Diego neighborhood of Carmel Valley since 1991, raising our twin sons, Cole and Sawyer, and cherishing time with our older daughters, Taylor and Lauren.

Through my practice, I help my clients achieve my financial goals. Over the years, I have successfully worked with my clients as they realize their dreams, whether it be the successful sale of their business, retirement, educating their children or grandchildren, purchase a vacation or take dream vacations annually.

I have a relationship driven business. Over the many years, that I have been working with my clients, we have gotten to know each other on a professional and personal basis. I work hard to earn my client's trust and to keep it. This is the cornerstone of my successful financial advisory practice. By accomplishing this, I can best help my clients achieve their financial goals.