With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
Managing Partner of The Business Strategies Group of Southern California (a Division of Equitable Advisors)
As Managing Partner of The Business Strategies Group of Southern California (a Division of Equitable Advisors), I am focused on helping clients build, protect, distribute, and transfer their wealth. I take great pride in providing each client with the attention and care that they deserve. Here's a little bit about me and my background:After graduating from the University of San Diego School of Law and practicing in the areas of Tax and Estate Planning, I took a position in the front office of our local ice hockey team ---The San Diego Gulls --- for one season. From there, I decided to use my skill sets to transition here to Equitable Advisors as a Financial Professional.Personally, during my time at USD Law School, I met and married my wife Lindsay, a San Diego native and Tax Accountant. We are the proud parents of four children---identical twins Tyler and Dylan, their little brother Colin, and their little sister Avy.After the premature birth of our twins, our family became heavily involved with the March of Dimes, and we were named the March of Dimes Ambassador Family for San Diego County. Additionally, although not practicing, I am currently a member of the California State Bar Association, the San Diego County Bar Association's Estate Planning Section, the Society of Financial Services Professionals (SFSP), the General Agents and Managers Association (GAMA), and the National Association of Insurance and Financial Advisors (NAIFA).
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Equitable Advisors and its representatives do not provide tax and/or legal advice. Please consult with your tax and/or legal advisor for your particular circumstance.