I am a Vice President of Investments in the Ontario office of Wedbush Securities. For over 22 years, I have advised individuals and families on financial and investment issues.

I pride myself on working with you in a straightforward manner, centering on goodwill, simplicity, and quality, not quantity. I am committed to a continuous dialogue that will enable me to help you attain your goals. I know that wealth may come in many ways— through hard work, life changes, or good fortune—but it may also bring uncertainty and anxiety. Because of this, I strive to become your and your family’s partner to help you build the future you desire.

I joined Wedbush in 2015, having worked in the financial services industry for nearly 20 years. For the first 17 years of my career, I was a corporate accountant before joining Crowell, Weedon & Company as a financial advisor in 1995. My leadership and expertise lead the company to extend a partnership invitation to me in 2009. I remained a partner for more than five years, until the firm was acquired by D.A. Davidson. I hold my Series 7, 63, and 66 licenses.

I am a longtime resident of Southern California, and currently live in Walnut, CA. I have been married to my wife, Bonnie, since 1980, and have one daughter and two sons. Outside of work, I enjoy basketball, soccer, and spending time with my grandchildren.

Attentive to assist you in articulating your goals and concerns

Thoughtful in developing strategies and solving complex issues

Strategic to identify opportunities that address both your intermediate and long-term goals