I grew up in Oceanside, CA and graduated from the University of California at Berkeley in 1984 majoring in psychology. I received my series 7 license, currently held through LPL Financial, and started working as a broker/financial advisor in March of 1986. I've worked at Paine Webber, Merrill Lynch, and 26 years at Wedbush Securities. I joined LPL in Jan of 2023. I enjoy working with clients in all phases of their lives but I especially enjoy working with older clients as they appreciate the personal touch. I like to educate my clients as well as giving advice: I want them to understand WHY I am making the recommendations that I am based on their needs so they can make an informed, educated decision. I live in the beautiful beach town of Carlsbad, CA and enjoy playing volleyball, golf, skiing, world travel (43 countries so far), craps, and poker.
I am also the president of the San Diego Cal Alumni Club and am a HUGE sports fan. Especially football.
I have done volunteer work with numerous organizations like the Red Cross, Vietnamese refugee camps, the Feral Cat Coalition, etc. I am a big animal lover with 2 rescue cats and 2 rescue guinea pigs.