Throughout my career, I have developed an understanding that many items affect an individual's, families, and/or corporation’s balance sheet and net worth. Whether it be policies enacted by the Federal and/or state government, protection against liabilities, or proper saving’s habits, it is important to take a wide angle view of financial situations when deciding what actions are appropriate to make. My team and I help individuals, families, and business owners work towards financial balance in the areas of protection, optimization, and the enjoyment of wealth.
When I am not in a suit, I am wearing a Carlsbad Golf Shirt and a whistle around my neck. I volunteer my time as head coach for the Carlsbad Thunder Rugby High School Club. I enjoy extending my rugby knowledge to younger players and giving back what I have learned after (9) years of play. I am also looking to provide collegiate opportunity to my high school players.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0K27963 | 2021-127223 Exp 10/23