Every number has a story and every family’s goals deserve thoughtful care. I value long-term relationships, mutual respect, candor, and doing good work with good people.

My career in financial services began at Equitable Advisors, where I worked closely with a senior advisor who showed me early that good advice takes a combination of using a holistic overview and establishing meaningful relationships.

When I moved to North Star Resource Group as an Operations Coordinator, I helped support hundreds of households, solving real-world questions about accounts, asset
transfers, and financial logistics. Working on the backside of financial advising logistics taught me patience, precision, efficiency, and creative problem solving skills that translate directly to planning intelligently for clients and collaborating efficiently with our advisory team.

At WealthGarden, I’m excited to bring together both sides of my background: thoughtful, client-centered financial planning and a deep understanding of the operational systems that create a seamless client experience.

I graduated from California State University San Marcos with a Bachelor of Science in Business Administration, a degree that shaped how I think about systems, communication, and leadership. It also reinforced my belief that a well-run business helps clients make financial decisions with clarity, intention, and confidence.

My favorite, most humbling role, by far, began when I became a father last year. My amazing wife, Asia, and I welcomed our son, Enzo, who arrived with cautious curiosity and an impressive disdain for bad golf shots and yucky green vegetables. He keeps our weekends full, mostly spent laughing, relaxing, or showing him something new (or vice versa!) while enjoying the kind of weather that reminds you why Southern California is hard to leave.

When I’m not working, you can find me attempting to hit fairways, carrying my softball teams to victories, telling mediocre (hilarious) dad jokes, and spending time with my friends and family. I care deeply about the relationships I’ve built along the way, and I believe kindness and respect are non-negotiable – both in life and in this work.