Financial Advisor, Author, and Certified Financial Planner
I am originally from San Diego and now live in Oceanside with my wife Andrea and our two children, Megan and Ryan. I’ve been fortunate to work around the US and explore different cities before moving back to San Diego county in 2016. I will be working out of the new office location in Vista, CA!
I enlisted in the U.S. Navy out of high school and was an electronics technician. While I was lucky enough to spend most of my 8 years in San Diego, I did get the opportunity to experience a few winters at the Naval Training Center in Great Lakes Illinois and the tropical island paradise of Diego Garcia in the middle of the Indian Ocean. During my time in the Navy I took the opportunity to get my bachelor’s degree from Southern Illinois University in electronic systems technology.
After my enlistment ended in 2005, I entered the Financial Services Industry, my true passion! Starting off as a new financial advisor with Waddell & Reed, I was fortunate that Laurie and Beth took me under their wings as mentors, friends, and practically big sisters. They taught me the importance of maintaining strong relationships and even though my career took me to different companies and a variety of roles within the financial services industry, we always stayed close.
One of those career turns took me to Kansas City where I met my wife, Andrea, and started a family. I represented a line of mutual funds as an outside sales representative and would give educational presentations to groups of all sizes about the latest economic trends and capital market movements. Although I enjoyed my job, the long hours and travel didn’t mix well with a young family. I wanted to be around to be an active participant in our children’s lives. We then made the decision to move to back to southern California so I could follow my real passion of being a financial advisor again.
We quickly settled into a home in Oceanside which worked out perfectly because my family and I enjoy all things Disney (and you can golf all year around). My wife and I have been active in our faith and have been attending North Coast Church in Vista where we have led a weekly life group bible study for the last several years. I also served the north county business community as a board member of the Vista Chamber of Commerce.
Since entering the financial services industry I have had a passion for financial planning and helping others achieve their goals (a lesson instilled in the early days of my career by Laurie and Beth). I wrote and published a book in 2019 titled The Balancing Act to help readers understand the psychology of spending and to guide people through the challenges of budgeting with practical steps to achieve their financial goals. Prior to joining LS Investment Management, I earned my Certified Financial Planner designation.
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