Built on the belief that the right advisor changes everything.

I grew up watching my parents navigate real financial pressure. When I was seven, my father was diagnosed with terminal cancer. He survived — but those years were frightening, and they left a mark on me that I carry to this day. I learned early that financial stability isn't an abstract goal. It's the thing that holds a family together when everything else feels uncertain.

That lesson stayed with me. Years later, I went through a divorce with three young children. I know what it feels like to rebuild — financially and personally — while trying to keep life stable for kids who are watching your every move. Clients who've been through divorce or lost a spouse often tell me they feel understood in a way they haven't elsewhere. I think that's because I'm not just nodding along. I've been there.

My mother passed away a few years ago after a long struggle with MS. I watched the emotional and financial toll of serious illness up close — the costs, the uncertainty, the way it reshapes everything a family thought they had planned. That experience deepened something already built into who I am: an instinct to protect.

At my core, that's what I am. A protector. I want my clients to be in good positions, to have strategies working for them, and to know without a doubt that they can be confident about their retirement plan.

I relocated to Palm Springs years ago and partnered with my father to build a financial practice from the ground up. We focused entirely on people approaching and entering retirement — the stage of life where the stakes are often the highest, and the margin for error is smallest. That focus has never changed.

Over the course of my career, I've worked with business owners navigating complex exits, educators who were being underserved by advisors who didn't understand their pensions, families rebuilding after divorce, and retirees trying to make sense of a financial landscape nobody prepared them for.

I've owned multiple businesses across different industries, so I understand what it means to build something with your own hands and then figure out how to step away from it wisely. My wife has spent her career as an elementary school principal. My family is full of educators — teachers, administrators, superintendents — and after watching the quality of advice they were receiving, I made it a personal priority to do better for people in that profession.

I didn't get into this work for the transactions. I got into it for the conversations — the ones where someone finally exhales because they have a plan they believe in. That's the moment I'm working toward with every client.