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.

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Live Give Owe Grow

Live, Give, Owe, Grow

Over time, if we spend less than we earn, we can pursue financial success. Inherent in this principle is sending our money to the right places.


Overcome the Anxiousness of Work

Overcome the Anxiousness of Work

Working more hours doesn’t necessarily make you better at your craft. Work with purpose as a wise steward of the time God gives you.


Is Your Investment Plan Working?

Is Your Investment Plan Working?

You may be noticing this on your statements. If you haven’t, that may not be a bad thing, and I’ll explain why later.


Overcome Obstacles to Generosity

Putting generosity into action requires initial steps — even small ones.