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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Can you rollover a 401(k) to a Roth IRA?

Can you rollover a 401(k) to a Roth IRA?

Can you rollover a 401(k) to a Roth IRA? Understanding the rules and the character of your retirement money is important to make the best decision.


enjoy retirement

How much money do you need to retire?

How much money do you need to retire? Retirement can be the most significant financial transition of your life so your calculation has major implications.


Smart tax saving strategies

Smart Tax Saving Strategies: 4 Key Habits

Taxes might be the biggest expense you pay over your lifetime. Smart tax saving strategies can ensure you pay less taxes over your life. In this post, I am…


Are bonds worth the investment right now?

Are bonds worth investing in?

Interest rates are at historic lows. As interest rates rise, this puts downward pressure on the value of bonds. Are bonds worth investing in?