Money doesn’t come with instructions, but I believe everyone deserves a customized financial strategy they can trust.
That belief took root when I was 13 and watched a 30 for 30 documentary called Broke, which followed the financial collapse of former athletes who once had it all. It opened my eyes. Even people with massive income can lose everything without guidance.
That’s when I first became fascinated by financial stewardship, not just overseeing money, but protecting both people and their future. That passion led me to study Finance at Baylor University, intern at multiple financial planning firms, and work at an annuity fund. Eventually, it led me to New York Life, a company known for its financial strength, trusted reputation, and resources like the Advanced Planning Group that help business owners protect what matters most.
For me, this calling is about honoring the time and gifts God has given me by helping others lead lives of stability, purpose, and peace. I live in Santa Ana, California with my wife, who works as an ICU nurse at Fountain Valley Hospital. Her daily experience with patients in crisis reminds me why protection matters, because life can change in an instant.
I also serve as a youth leader to high school juniors at Trinity Presbyterian Church, where I help students grow in faith and character. I remain close with my family, who taught me a principle I still live by: “It’s okay to change your plan, but you always need to have one.”
I specialize in protection-first, customized financial strategies tailored to each client’s individual needs. Whether you’re preparing for retirement, caring for aging parents, saving for college, or building generational wealth, I can help. I hold insurance licenses in California and Texas, along with my FINRA Series 6 and 63 registrations through NYLIFE Securities LLC.
Thank you for taking a moment to get to know me. It’s an honor to walk alongside individuals and families as they make some of life’s most important decisions. If we have the chance to connect, I’ll do my best to listen well, serve thoughtfully, and offer guidance that puts your best interest first. I’m grateful for every opportunity to be part of someone’s story, and I’d be glad to be a part of yours.
