My role is to deepen relationships with our existing clients as well as attract new prospective clients to the firm.
If you are an existing client, you may work with me alongside one or more of our senior financial advisors. I may help create or update your financial plan, assist with providing advice regarding your investment portfolio or help guide you through implementing our recommendations.
I joined the California Capital Management team in 2024. I began my career as an advisor with Northwestern Mutual in 2018. I built up my own book of business there, predominantly focusing on insurance solutions. By 2021, I had qualified for Million Dollar Round Table (MDRT) membership. As a member of the Cal Cap advisor team, I am enthusiastic about creating an impact for our clients - both through the lens of insurance and from our comprehensive approach to financial planning.
I graduated from UC Irvine with a Bachelor of Arts in Business Administration, with an emphasis in finance and management. When I'm not in the office, there is a good chance I am playing in my men's basketball league, golfing with friends or spending quality time with my wife, Jenna, and our family.