Through a conservative approach I help people and small businesses make good financial decisions. With more than 15 years of experience as a financial planner, I strongly believe in the planning process as the foundation to building wealth. Through my education, life experiences and strategic partnering with other professionals, I bring a breadth of knowledge to our client’s individual financial plans and investment strategies.
Prior to merging practices with Jason Braley, I was on the ground floor of starting CU Financial Partners, LLC to provide credit unions and their members financial planning and investment services. During my tenure we built the company to over $150 million under advisement, serving four credit unions in the Silicon Valley. As a partner, I had an integral role in creating the financial planning process, back office operations and sales development. In 2016 we successfully sold the business to a credit union we served that re-branded the business as MW Wealth Advisors.
As a CERTIFIED FINANCIAL PLANNER ™ practitioner, I am held to rigorous ethical standards and always place my clients interests first. I hold the following FINRA securities licenses – Series 7, 24, 63 & 66.
- Santa Clara University – Master of Business Administration with emphasis in Finance
- UC Santa Cruz Extension Silicon Valley – 2 Year Financial Planning Certificate
- Cal State University Monterey Bay – Bachelor of Science Business Administration
- Art Institute of Seattle – Associate of Applied Arts Culinary Arts
Outside of the office I enjoy reading, real estate investing and strategies, construction projects around the house and cooking. My wife Nicole and I have three children and have come to really enjoy being part of our local community. We often volunteer in their classes and participate in local fundraising efforts.