Biography

My love of finance started long before any formal education or experience. My father was one of the founders of the Riverside International Raceway. As a kid, I not only had the pleasure of having a raceway as my own personal play ground, but also the opportunity to work on race weekends. This experience of earning and saving money caused me to start thinking about what I was going to do with my savings.

As I continued to save, my parents suggested I meet with a family friend who was also their financial advisor. After meeting he suggested I invest in the stock of a local fast food restaurant. Why? Two reasons: first because it was a good company to invest in at the time and second it was a place where I would often ride my bike with my friends. He showed me how to find the stock quotes in the newspaper and how to understand them. Every morning it was exciting to check the paper and watch MY stocks go up and down. I'm pretty sure I only knew that the sports section existed before then. It was that simple, I was hooked and thus started my love of finance.

My more formal path into a career in financial planning was developed after receiving a football scholarship to USC where I earned my degree in economics. Furthering my education, I pursued a Master's degree in Business Administration from the University of Redlands.

I live in Riverside, CA with my wife and two children. Away from the office I enjoy, golf, fishing, basketball and just about any other sport and tend to spend my weekends on ball fields all around Southern California wherever our kids have games.