I began my career in the financial services industry with Lincoln in 2005. Proud to follow in the footsteps of both my father and uncle - who are still with Lincoln after 50 and 35 years respectively. I’ve had the pleasure of carrying on in the “family business.” I’ve had the privilege of growing up within the Lincoln system, and have known so many of the old-time Lincoln agents and their families all of my life. And many of these LFA advisors, similar to my Dad and Uncle, have been with this great company for their entire careers and majority of their lives.
Being with a high-quality company, with a strong history and serve-first culture, as well as personally having a great support network, has provided me the appropriate infrastructure to learn and thrive.
I’m thankful to work with a wide array of clientele. My clients range from teachers to nurses, Chevron Executives to Stanford Nuclear Physicists and Special Ops Blackhawk Pilots. I work with executives and retirees, and many successful professionals in the healthcare industry and public sector. With a client base of assets totaling approximately $250 million dollars, I help our clients with not only their important investment management decisions, but also with many other areas of their financial plans. I have a special understanding in the areas of retirement planning, investment planning, life insurance, long term care insurance and estate planning.
I received my Bachelor of Arts degree from the University of Virginia in 2005. Later, after I had joined LFA, I achieved the Chartered Retirement Planning CounselorSM (CRPC®) designation from the College for Financial Planning in 2010. I live with my wife, Eliana, and my two daughters, Hailey and Rebecca, in Danville, CA. We enjoy regular pick-up soccer games with the families of my two brothers as well as my parents. We also enjoy giving back to various causes that support our Veterans.