Advantage belongs to the diligent, not the hasty.

I enjoy helping clients achieve their goals and make an impact with their wealth.

I knew I wanted to work in the financial world once I had a taste of investing and working toward personal goals at a young age. Since 1999, I have focused my career on simplifying complex matters through the financial planning process. I teamed up with Audrey Coleman in 2006 and then with One Degree Advisors in 2014.

I currently hold a Business Economics degree from the University of San Diego and I am a CERTIFIED FINANCIAL PLANNER™. I am also the author of Principled Prosperity where I write columns providing clear advice in a complicated financial world.

When outside of the office you can find me on a soccer field coaching my daughter or watching my boys.

Bucket List: Traveling to Israel with my wife, Robin.

More Photos:

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.