About
Me
In 2016, I left the junior management ranks of a large Government contractor to pursue my passion for financial planning.
As I began pursuing a career in the industry, I met some truly amazing people and was able to learn from some of the brightest minds in financial planning. Those experiences and the guidance I've received on my journey has led me to join Define Financial, a fee-only financial planning firm headquartered in San Diego, CA.
Pet:
Border Collie Terrier Mix, Stella
A long-term commitment producing strong returns in the form of wet kisses and tail wags
Can't be interrupted when:
NFL RedZone is on
Seven hours of commercial-free football, a wise investment indeed
Favorite weekend activity:
Backyard Games
Strengthening friend and family bonds one bag toss at a time
Best burger in San Diego:
Drugstore Burger, Grill at Torrey Pines
Buy and hold close to your mouth,
and enjoy
Favorite date night:
Davanti Enoteca, Little Italy
Sentiment and flavors run equally high here
Cued up when driving:
Classic Rock, podcasts, sports talk
I like to grace my morning drive with a diversified listening experience.
Favorite beverage:
Mt. Figueroa Hoppy Poppy IPA
Time with a friend over a cold one is always a sound plan
Favorite vacation spot:
Kauai, The Bahamas
Any place where the only worry is the timing of my next meal and when I last put on sunscreen
Proud Member of the
AGC™
The AGC™, is a community of financial advisors dedicated to growing both personally and professionally. This community of talented individuals is built upon the idea that the more we give, the more we actually receive.
What I love so much about the financial planning industry, is that there are so many people who are willing to learn, listen, and share their knowledge.
It's an honor to share a piece of this community with some of the brightest and most dedicated professionals in the industry. It makes me strive to become a better advisor, man, husband, and father.