Focus on what you have control of; master your spending and save diligently…Then, make a plan and stick with it!

I work with clients to maximize their wealth, minimize taxes, and create a lasting generational impact.

After an internship while in college, I found my passion in helping hard-working people gain confidence in their financial lives and focusing on their unique priorities through comprehensive planning.

I graduated from the University of Redlands, earning a Bachelor of Science in Economics and a minor in Accounting and Mathematics. I am a CERTIFIED FINANCIAL PLANNER™Certified Exit Planner, and Certified Kingdom Advisor. I am also the author of Controlling Controllables where I write columns addressing practical ways people can increase their financial wisdom.

When outside of the office: I’m hiking Torrey Pines with my wife, Sarah, and daughters, Elyse and Elizabeth, or working out. Anything outdoors and active, I’m there!

Bucket List: Attend Game 7 of a World Series.

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12 Financial Things You Can Control

12 Financial Things You Can Control

Here I will show you 12 financial things you can control in your financial and investment plan and other things you should let go of.

Mega Backdoor Roth: What It Is and Who Should Consider the Strategy

Mega Backdoor Roth: What It Is and Who Should Consider the Strategy

The annual 401(k) contribution limits are often too low for high income earners. In this post, I am going to breakdown a little-known strategy, often dubbed a…

how to invest in speculative stocks

How to Invest in Speculative Stocks

Here I am going to breakdown why investing in individual, speculative stocks is perfectly fine with thoughtful guidelines in place.

how to choose between monthly pension and lump-sum

Monthly Pension or Lump-Sum: Which option should I take? + Free Resource

As you approach retirement, you might be wondering which option is best. This decision is not one to take lightly. A pension could be the single greatest…