My most important values are family, integrity, honesty, learning, community, and giving. My wife and I make it our highest priority to instill these values in our two young sons, Titan and Conan. We not only teach them but more importantly show them by living our lives according to these values.

I started my working career at the age of 16 with a non-profit company helping “at-risk” teens build confidence and avoid negative influences. I rose from Assistant Accountant to Director, and eventually Board Member. This experience gave me a great appreciation for the financial challenges non-profits face in accomplishing their missions.

I obtained a Bachelors Degree in Finance from CSUF and then a Master Degree in Real Estate Development (MRED) from USC. This led to working and consulting for some of the premier real estate developers in Orange County, including: Koll Company, Trammell Crow Company, and the Lincoln Property Group.

The next step in my journey was the founding of a manufacturing and traditional retail company that eventually became the largest brand in that market segment. As the market changed from brick-and-mortar retail to online shopping, I sold the company and started a “cloud” company to serve the same market but without the traditional costs and restraints of traditional retail.

Finally, my quest for my own personal wealth management has led me to Merrill Lynch Wealth Management, which in my view has always been the premier wealth management company. I feel I have found my true calling as a Financial Advisor with Merrill. Not only am I able to totally immerse myself in the field of wealth management, but more importantly, I am able to help my clients achieve their financial goals and take care of what is most important to them and their families.