As my clients' trusted advisor, I'm focused on developing custom financial strategies to help them build, manage, protect and transition their wealth. I strive to help every client achieve financial security and optimism about their financial future. Using Totus Wealth Management's high-touch, personalized planning process, I work with individuals and families at all ages and stages to create plans tailored to each client's unique time-based financial goals, including retirement planning, college planning, estate planning, investment planning and more.
I first got involved in the financial industry to help others effectively navigate financial situations and make informed decisions as they strive to pursue their goals. I have a passion for finance and enjoy helping clients simplify the complexities of investing. My background includes 5 years as a trader in high-frequency oil and interest rate futures. That, combined with being a financial advisor since 2017, gives me a unique perspective my clients rely on to help guide them through often complex options and opportunities.
I take pride in the confidence my clients place in me, and I take pride in my reputation for being my clients' financial advocate, always putting their interests first. Helping my clients succeed and pursue their financial goals is personally rewarding for me — it's why I do what I do.
A native of California, I have a degree in Economics from Cal Poly. I lived in Chicago before moving to Austin in 2015. In Austin, I met my wife, Charissa, who was born and raised here and went to the University of Texas. She and I were married in 2018. Outside the office, I'm an avid golfer and tennis player. I also enjoy live music and rooting for the San Francisco 49ers