I embarked on my career in wealth management services in 2010 after graduating from U.C. Santa Cruz with a degree in Business Management Economics. Over the years, I have had the opportunity to hold various analyst and client service roles within the Wealth Management industry, gaining invaluable experience at prestigious firms such as Smith Barney, Morgan Stanley, and Merrill Lynch.
I am fully licensed with both Series 7 and Series 66 certifications, which equip me with the necessary skills and knowledge to effectively serve our firm's clients. For the past 11 years, I have had the pleasure of working with Garrick Peters as his service manager, a role that has allowed me to hone my expertise and build lasting relationships with our clients.
On a personal note, I recently married my wonderful wife Wendy, and together we share a passion for traveling. Exploring new destinations and experiencing different cultures is something we deeply enjoy and cherish. In addition to my professional and personal pursuits, I am also an expert DJ. I find great joy in entertaining friends and family at local events and gatherings, bringing people together through music and creating memorable experiences.