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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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?


Successful Investing Lessons from 2020

2020 has provided key lessons in how to be successful at investing. It’s a masterclass for those paying attention. Here are four key lessons.


California Prop. 19: May Affect Your Children

California's Proposition 19, passed in November, has dramatically changed how you can leave or give California real estate to your children.


4 Keys: Avoid letting fear and greed drive your decision-making

It is commonly said that fear and greed drive the stock market, but you should avoid letting fear and greed drive your decision-making.