I enjoy providing clarity and breaking complex situations down into simple solutions that will give my clients’ confidence in their financial situation.

the San Gabriel Valley, Inland Empire, and Orange County, California. But through Zoom, I've been taken as far as Germany to serve my clients.

life insurance, annuities, mutual funds and variable annuities.

county and government employees, teachers (to provide clear direction and understanding of their 403(b) and CalSTRS), those in law enforcement, and nurses. My wife is a nurse.

California Baptist University, graduating with a degree in marketing.

I was a full-time student, a full-time employee, and a new husband, searching for a career where I could not only make an impact in people's lives, but also build a life around what I care for most in this world -- my faith, family and friends.

culture is everything, and at Modern Woodmen I work with some of the most amazing people. There is something special about working for an organization that builds its core around like-minded individuals who will always choose people first.

spending time with my clients. I get the opportunity to meet with people and ask questions about why they do what they do and about what brings them joy in life. This leads to deep conversations. It may sound cliche', but I learn and appreciate more in life every day by hearing about my clients' journeys and learning what they desire for their financial resources.