I grew up watching my dad help clients, but I started to get more intrigued about this business when we ran into one of his clients at the grocery store. During that brief encounter, I counted several different times that this client said " Thank You for... all that he did". At that point, I knew this was the profession I wanted to be in. In order to be the best representative for our clients, I realized that I needed to immerse myself in different educational programs. I have acquired: The treasury Departments Enrolled Agent license, Series 7 and 66 registrations and the California Insurance license. I maintain more than the minimum continuing education hours every year so that I'm equipped with the most accurate and advanced solutions required to address your needs.
I love being able to coach and help others pursue their goals. My partnership with Phil gives you a team that has a tremendous amount of experience and a long future of helping clients with goal based asset management. We bring value to you in a number of different ways and I would love the opportunity to expand on this with you personally.
When not working with clients, I think it's important to stay physically fit. You can find me playing most sports at a Southern California beach, my favorite sport being soccer. I was a two time president with the La Mirada rotary club. I love spending my time with family, friends and traveling. My wife Abby and I always love finding gourmet restaurants to eat at on a weekend. I have been on missions trips to Zambia and Russia with my church and other organizations to help the local kids further their relationship with God. One of the things I'm complimented on the most is my passion in always striving to do my personal best.