In 1993 I became a financial consultant, moving my practice in 2001 and partnering with LPL Financial. I earned a Master of Business Administration from CSULB and am a CERTIFIED FINANCIAL PLANNER professional.® I manage a private LinkedIn group for LPL advisors and am a member of the Financial Planning Association’s Orange County Chapter. Various mergers and acquisitions left my family and me without health insurance at a critical junction. I entered this business to take control of my family’s future and desire to do the same for my clients. I am an avid reader and runner. I have finished twelve marathons. Achieved my Masters Personal Record of 3 hours 19 minutes in the 2009 Boston Marathon and an age-group first place in the 2011 Long Beach marathon. I volunteer in the sound ministry at my church and am known for my artesian ice creams and gelatos. I enjoy spending time with my wife, Beth, my children, and my grandchildren. [read more]
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