Advantage belongs to the diligent, not the hasty.

I knew I wanted to work in finance once I had a taste of investing and working toward personal goals at a young age. Today, I have the privilege of leading our outstanding and dedicated team at One Degree Advisors.

We enjoy helping families live confidently in financial freedom and pass along their wisdom and values to their children.

I hold a Business Economics degree from the University of San Diego, and I am a CERTIFIED FINANCIAL PLANNER™ and Certified Kingdom Advisor® . As the co-host of Retire Confidently and author of Principled Prosperity I get the opportunity to offer clarity to an otherwise noisy and complicated financial world.

When outside of the office you can find me on a field watching my kids, stuffing my mouth with a California burrito, or walking it off in San Diego with my wife, Robin.

Bucket List: Attending a Premier League soccer match.

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economic chaos

Am I doing it right? Money Management in an Uncertain World

Going into 2023, many people are asking this same question, "Am I doing it right?" That is, are they managing their money right? Because like parenting, you…

petco park baseball

Bear Market: Are You Losing All Your Gains?

Bear markets in stocks may make you feel like you are losing all their gains. It may feel like you cannot get ahead, so why bother?

Expected stock returns

Caution: Your expectations of stock market returns may be unrealistic

Expected stock returns and outcomes are constantly compared. Unrealistic and unmet expectations often lead to negative responses and consequences.

How to Retire without a mortgage after refinancing

How to Retire Without a Mortgage After Refinancing

How to retire without a mortgage: Multiple mortgage refinances have left many retirees with an extended house payment they would rather not have.