I’m a Registered Representative with Kestra Financial® and a proud member of Monarch Retirement Group. I’ve been working as an advisor for over 14 years, and I’m passionate about helping individuals and families create thoughtful, sustainable financial plans that align with their goals and values.
Before joining Monarch, I spent eight years with Bank of America, where I held several client-facing roles focused on helping people manage and grow their finances. In my last role there, I served as an assistant vice president and banking center manager for one of the largest Bank of America locations in the Coachella Valley. That experience gave me a strong foundation across savings, investments, and credit strategies—skills I now bring to every client relationship.
I currently hold FINRA Series 7 and 66 securities registrations through Kestra Financial®, as well as life, accident, and health insurance licenses. My approach is grounded in listening first, then building customized strategies that help my clients move forward with clarity and confidence.
Outside the office, I’m a dad to two incredible sons, and I cherish the time we spend together. When I’m not with family or working with clients, you’ll likely find me outdoors—either on the golf course or by the water with a fishing rod in hand. Cooking and baking are also a big part of my life; they’re my version of “me time” and a way I unwind and recharge.