Specialties
About Me
A multi-industry entrepreneur who is a longtime finance geek turned wealth management advisor.
I like to connect the dots to help others make sense of how they feel about and how they manage their money choices. I prioritize building context and understanding for my clients.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
RICP
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-6846400. 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. Arbor Wealth Strategies and Insurance Solutions Inc 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 Number - 4274920.