I am a lifelong resident of Southern California. Before entering the financial services field in 2009, I spent twenty-two years working in Weyerhaeuser’s Engineered Lumber Division, with roles in engineering, management, and National Accounts sales. Over a decade ago, I joined Bobby Garcia and his team of advisors, and I am currently based in inland Southern California, while also supporting clients throughout the United States.
As a Wealth Advisor, I offer expertise in Financial Planning, Retirement, and Estate Planning, focusing on helping clients manage their assets for healthcare, long-term care, and their transition to Medicare. In addition to California, I am licensed in six other states.
I reside in Riverside, CA, with my wife Lisa, and have two adult children. My interests include exercise and Dodgers baseball. I have volunteered for the USO, served as a Commissioner on Riverside’s Community Police Review Commission for six years, and currently serve on the Vestry at All Saints Episcopal Church in Riverside.