About Me
My Background
My career in financial services has spanned multiple firms and hundreds of clients giving me a broad perspective on what works and what doesn’t when it comes to building and protecting wealth.
I’m a CERTIFIED FINANCIAL PLANNER® professional and an Enrolled Agent, and I’ve served in both leadership and advisory roles, including Senior Financial Planner, FPA National NexGen Chair, and Tax Manager and owner of a 500+ client tax practice.
I earned my Bachelor of Science in Business Administration from San Diego State University, where I majored in Financial Services with a minor in Communications. I also completed a Certificate in Personal Financial Planning and graduated summa cum laude with a 3.86 GPA.
Since entering the industry in 2017, I’ve been deeply committed to developing the next generation of financial planners. Through my work with FPA NexGen, I’ve led national initiatives including the NexGen Development Path, Mentorship Program Partnership, and Career Path Guide. I’ve also contributed to the growth of study groups, podcasts, educational programs, and industry partnerships.
Today, I work with approximately 70 financial planning and investment clients and I’m accepting new clients. I’m an equal partner at Anchor Bay Tax and Consulting and hold a minority ownership stake in Anchor Bay Capital.
My goal is simple: help my clients make smarter financial decisions, avoid costly mistakes, and feel confident about where they’re headed.
Outside of work, I enjoy camping with my wife, snowboarding, and golfing.
My Why
When I was 15 years old, my life changed overnight.
I unexpectedly lost my father to a heart attack and with him, the sense of security my family didn’t realize we were relying on. In the midst of grief, we were also left with unanswered questions and difficult realities. There was no financial plan. No estate documents. No life insurance. No clear path forward for my sisters and me.
I was forced to grow up quickly. Paying for college and creating a future for myself meant navigating financial aid, scholarships, and complex rules on my own. There was no financial safety net to fall back on. That experience wasn’t just challenging, it was formative.
Those years taught me a lesson that many families only learn in hindsight: financial planning isn’t about numbers, it’s about protecting people when life doesn’t go as planned.
A financial plan wouldn’t have changed my father’s outcome or removed the grief my family endured, but it would have made an incredibly difficult time more manageable. Thoughtful planning could have included estate documents to settle his affairs, beneficiary designations to provide support for his children, life insurance during his prime earning years, and guidance to avoid costly tax decisions that ultimately affected my college financial aid and my family’s stability.
Those hard lessons are the reason I do what I do today.
I work with busy, working professionals - both employed and self-employed - who face complex financial and tax decisions and don’t have the time or room for costly mistakes. I understand how quickly life can change, and how important it is to have a plan that’s built not just for growth, but for resilience.
My role isn’t simply to manage money. It’s to be a trusted partner that helps my clients put the right structure in place, stay proactive as life evolves, and feel confident that their families are prepared for whatever lies ahead.
This is my why.
I’m passionate about helping working professionals protect what they’ve built, create clarity around complex financial decisions, and ensure their families are supported when it matters most. When life gets tough, I want my clients to know they have someone in their corner that guides them forward - every step of the way.
My Mission
I help working professionals with complex tax and financial needs simplify their lives and make confident financial decisions. My goal is to reduce financial stress so clients can focus their time and energy on what matters most to them. Through a full-service approach that integrates comprehensive financial planning, investment management, and tax preparation, I serve as both a trusted guide and an accountability partner.
Simplify Your Financial Life
Biweekly insights on taxes, investing, and financial planning built for busy professionals with complex financial lives.
