I’ve always been driven by a simple but powerful mission: to serve others and help them take control of their financial future. That drive was shaped early in life while working alongside my dad in his construction business. I saw firsthand how hard he and my mom worked—my dad on job sites and in the shop late at night, and my mom running the books while raising three kids. Despite their relentless effort, no one was helping them connect the dots when it came to building lasting financial independence.
That experience sparked a deep desire in me to be that missing advocate—someone in the client’s corner, helping integrate complex strategies across tax, estate, investment, and risk management planning. Today, I serve successful business owners, high-income earners, and affluent families who are often already surrounded by professionals—CPAs, attorneys, bankers—yet are still left to coordinate the advice themselves. That’s where my team and I come in. We act as the financial integrator—bringing together the different pieces into a cohesive, tax-efficient strategy aligned with your values, goals, and legacy.
After years in teaching, corporate leadership, and business development, I launched my career in financial planning in 2018. I’ve since earned the Certified Financial Planner™ (CFP®) and Chartered Life Underwriter® (CLU®) designations. I made the transition from Northwestern Mutual to WestPac Wealth Partners to offer additional sophisticated planning capabilities, including access to inhouse tax and legal professionals, and a robust wealth management platform.
Our clients don’t come to us because they need help building wealth—they’ve already done that. They come to us because they want a strategic ally to help optimize what they’ve built, mitigate tax exposure, and ensure their wealth serves their family and values for generations.
Outside the office, I’m a family man first. I’ve been married to my wife Samantha since 2016, and we’re proud parents to our daughters Madilyn and Vivienne, and son Carter. We spend our free time skiing, hiking, camping, and enjoying the outdoors with our Goldendoodles, Rosco and Ruby. I also invest heavily in personal growth, continually learning through coaching, audiobooks, and courses on advanced planning techniques, personal development, and business leadership.
If you’re looking for a resource who can help make your wealth work smarter—for today, retirement, and your legacy—let’s have a conversation.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-6846400. Securities products and advisory services offered through PAS, member FINRA, SIPC. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 0M16398| 7964525.2 Exp. 04/28