I help business owners, professionals and retirees build and preserve their wealth and achieve their financial goals through personalized strategies and investing. I've lived in Kern County my whole life, and I make it my business to help improve the lives of others here in this special community.
In my practice, I take the time to get to know each client individually to set the foundation for a lasting relationship. I then develop custom investment strategies to meet the unique needs of each client and provide ongoing service, communication and guidance to help each client achieve their goals.
I've been married to my amazing wife, Marissa, for eight years, and we have a beautiful four-year-old daughter, Olivia, who's a constant source of joy, laughter and deep intellectual questions. We love living in Bakersfield and being part of this community.
Outside of work, we enjoy many of the usual hobbies like adventures in nature, sports and spending time with family and friends, but what we really find the most purpose and satisfaction in is helping other people who are in need of a hand up.
I believe the most important things to look for in a financial advisor are integrity, a teacher's heart, great communication and skill. By "integrity", I mean honesty and always doing what's in the client's best interest.
If these values resonate with you, please contact me to schedule a phone call to see if we're a good fit for each other. I look forward to meeting you.