Family and relationships are at the heart of everything I do. Whether it’s through financial planning or a shared love of life and family, I believe in building genuine, lasting relationships with the people I serve.
I began my advisory career in 2008 working in a specialized division dedicated to supporting San Diego Unified School District employees. From 2010 to 2023, I worked within major banking institutions collaborating closely with bankers to provide clients with holistic financial guidance for their short and long-term goals.
Though my family roots trace back to New York and Italy, I was raised in Simi Valley, CA and earned my business degree from California Lutheran University. Before entering the financial industry, I proudly served in the U.S. Navy. I’m a Persian Gulf veteran who served on the USS Independence assigned to the electronic attach squadron VAQ-136. As a veteran, that chapter of my life instilled in me a deep sense of discipline, resilience, and integrity. Values that continue to guide my professional approach every day.
My experiences in life have broadened my perspective, strengthened my adaptability, and deepened my appreciation for diverse ways we all have in life. These qualities have become integral to how I connect with clients and navigate the complexities of the financial world.
Let’s plan for your future together. I look forward to meeting you.
CA INSURANCE LICENSE NUMBER #0F93791