WHY I HAVE CHOSEN A CAREER IN FINANCIAL PLANNING:
For as long as I can remember I have had a passion for building, whether it’s restoring old cars, remodeling houses, or developing a financial plan, I love the challenge and satisfaction I find in designing and building.
Often, clients show up in my office with a box of “financial parts” and I have the privilege of sorting through them to determine what is missing, what should be replaced, and what can be used to build a financial plan that accomplishes their goals. The technical skills required of a financial planner along with the creative flexibility needed to assemble the many parts of a financial plan continually challenge me.
Since 2003, I have had the opportunity to work with hundreds of families and businesses. Over that time, I have developed some wonderful client relationships and I find great satisfaction in knowing that I have helped many of my clients make financial decisions that have lifelong positive impact.
MY FAMILY AND I:
I married my college sweetheart Monica in January of 2007. In 2008, we returned to my home town of Valley Center, California with plans to raise our family. Since we have moved to “the country”, we have added our son Walker and our daughter Trevisan to our family.
Both Monica and I consider ourselves athletes (I am taking some liberty in using the term these days!). Monica is a professional softball instructor who does her best to keep me in shape. In our free time, we enjoy outdoor activities such as mountain biking, off road motor sports with our family in local deserts, boating on local lakes and rivers, never-ending home improvement projects…thanks to Monica, and participating in activities with our church.
PROFESSIONAL CREDENTIALS & LICENSES: