President and Founding Partner at Stratos Private Wealth, a collective of premier wealth management firms committed to humanizing the finance industry and providing data-backed financial roadmaps.

I pursued my Masters degree in Finance from San Diego State University and have spent the last 25 years learning the intricacies of the industry from both the eyes of an advisor and that of a client. I have always loved complicated financial puzzles and thrive in finding solutions for challenging circumstances that both professionals and business owners face. This has shaped my vision for our firm, to act as a personal guide for our clients on their financial journey. At Stratos Private Wealth, our goal is to help clients both preserve and maximize their wealth to achieve their long-term goals- both in life and financial. 

Beyond finance, I am an avid adventurer who enjoys surfing in remote places like Fiji or heli-boarding in Chile, anything that is active and reminds me to take on new challenges is right up my alley. I'm also a huge advocate for personal development, and spend a large portion of free-time learning, coaching, and working on being the best leader and person I can be. A large part of what we focus on at Stratos Private Wealth is your 'why', for me that's spending time with my wife and our family. You can find us enjoying sunny San Diego, winter in Park City, Utah or traveling to new places.