I am an Orange County native and graduated from California State University, Fullerton in 1995 with a B.A. in Business Administration.  I supplemented that education with numerous courses in economics and financial planning at University of California, Irvine, ultimately earning a Personal Financial Planning certification.

In 2003, my love of the financial markets and wealth planning drove me through the rigorous process of becoming a CERTIFIED FINANCIAL PLANNER™.   To stay up to date on all news, legislative activity and industry trends, I am a proud member of the Financial Planning Association.  My hard work and dedication has been rewarded by Morgan Stanley Smith Barney, where I have achieved Blue Chip Council Member status and a title of Second Vice-President – Wealth Management.

In my spare time, I really enjoy mountain biking, golfing and spending time with my three boys.  I am an active volunteer in my children’s activities, ranging from coaching baseball and soccer to reading in their classrooms.  My wife, Helen, and I were married in the fall of 2009.  She is my most valuable asset.