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I grew up in Huntington Beach, CA. As a teenager, I worked for a sole proprietor after school restoring VW’s – fueling my love for anything automotive. I worked in the hospitality industry for sixteen years, thirteen of them in management, and then spent a few years in managing 300+ unit luxury apartment complexes. I excelled in that industry but struggled with being the bad guy when times got rough for folks.
When I entered financial services, I focused on retirement savings and employee benefits for public employees, gaining expertise in CalSTRS and CalPERS. Soon, I had a thriving practice but not a lot of my clients were into the things I love to talk about – cars & camping. So, I decided to make a change and work with business owners in the automotive aftermarket and the outdoors industry. Meetings run a little longer now because of the constant tangents, but my wardrobe is so much more comfortable!
Today, my practice focuses on far more than saving for retirement because, as everyone should know, life is what happens while you’re making plans. There’s a great quote from the movie, “Road House”, arguably the best movie ever. “Those looking for trouble are not much of a problem for someone ready for them.” The same is absolutely true when designing a financial plan. When problems come along, a great plan will be ready to handle them. That is why I now specialize in estate, insurance, tax and business succession planning.
It's probably no surprise at this point that I like spending my spare time getting lost in the wilderness in one of my Jeeps. But where you’ll usually find me is at home in Alta Loma, CA with my wonderful fiancé, Lisa, and our two Australian Shepherds, Charlie and Ruby. Of the five kids Lisa and I brought to this relationship from our previous errors in judgement, the youngest at age 22 has yet to venture out on her own and keeps us from claiming the title of “empty nesters.” Someday...
Optimizing the financial strategies of your business is one of the most powerful things you can do to secure life-long financial sufficiency and your legacy. We work with owners at all stages of the business lifecycle, from assisting the new business owner with establishing a sound financial foundation to helping ensure smooth business succession and transition into retirement.
Click to watch how we can help bring financial balance to your life.
At Pacific Advisors, we help you get financially organized and make better-informed decisions and practices. You'll get a wide-angle view of your business, personal, and protected finances, allowing you to adapt as your circumstances and desires change. We offer a web tool called the Living Balance Sheet®. This tool makes it easy to recognize the long-term potential of every dollar you earn, so you can make decisions toward achieving improved financial balance.
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Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 333 N INDIAN HILL BLVD, CLAREMONT CA, 91711, 909-3991100. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 0D63943. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or otherwise act in a fiduciary capacity.