Passionate about serving people.

I’m privileged to do what I love, having an ability to make a positive financial impact for families. 

I incorporate faith-based principles in my advising. I’ve served on boards of non-profits, 

taught financial courses in various settings and served as Treasurer at my church.

I think my wife Rachael and kids, Avery and Tanner, are absolutely amazing!


Bachelors of Science – Economics/Management Science University of CA, San Diego


Certified Financial Planner – following the Fiduciary Standard to always put client’s best interest first.

Vertical View Only, Sorry.

Rancho Bernardo Financial Planner