My wife Kerry and I live in Long Beach, CA with our 1-year-old labradoodle, Beau. Our son Aidan (26) and daughter Delaney (23) both live in Nashville and although we miss them, we are happy to visit when we are looking for a change of pace. I was born in Philadelphia, moved to Southern California when I was 11 and except for short stints in New York and Colorado, I have lived in the Orange County/LA area ever since. I graduated from California State University, Long Beach earning my degree in Finance with an emphasis in Investments.
As an independent advisor and CERTIFIED FINANCIAL PLANNER® , I’ve built my practice with a specific focus on educating my clients and giving them the confidence they need to successfully navigate any of the financial challenges life is sure to present them.
When I am not in the office, I enjoy golfing, skiing, camping, fishing and pretty much everything outdoors.