Hello! I am a California Investment Adviser Representative with Foresters Advisory Services, LLC. I was born and raised in the Bay Area, but after high school I moved to San Diego to attend the University of San Diego as a collegiate football player and business major. I loved the area so much that I decided to make it home after graduation. It was at USD where I met my beautiful wife Maddie; we were married in October 2013. Maddie and I enjoy traveling, spending time with our friends and family, living an active lifestyle and spending as much time as we can with our dog, Charlie.
I’ve found it challenging but rewarding to meet with individuals and families and help them reach their important financial goals. In this ever-changing industry, one theme always seems to stay constant: no two clients’ financial needs are exactly the same. I find it crucial to make sure that the strategy my clients and I create together is unique to their situation and allows for flexibility to adapt to their changing needs over time.
I have worked in our San Diego office since 2008 and I am licensed to service clients as a Registered Representative in California, and many other states. I currently hold my Series 6, Series 63, Series 7, Series 66, and CA Insurance licenses.
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