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:

should-you-pay-off-your-mortgage-for-retirement

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…


The Essential Components of a Financial Plan

You need a financial plan to help you make the best decisions you can for today and ensure that’s the case tomorrow and the next day as well.


How Can Gratitude Help You Prosper?

How Can Gratitude Help You Prosper?

Being grateful is so much more than just being nice or simply the right thing to do. It can be the foundation of contentment, fulfillment and purpose.


4 Things I’ve learned after 20 years as a financial advisor

4 Things I’ve learned after 20 years as a financial advisor

Here are 4 Things I’ve learned after 20 years as a financial advisor. These points are simply takeaways from years in the financial industry.