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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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.


Should you pay off your mortgage for retirement?

Because mortgage interest is generally tax-deductible and interest rates are currently low, some believe that a homeowner should extend a mortgage as long as…