When I was 7 years old, I remember going to the bank for the first time to deposit my birthday money. When I went to deposit the funds, the teller told me about Certificates of Deposit (or CDs). Apparently, if I gave my birthday money to the bank and let them put it in a CD, 12-months later they would give me my money back and MORE! That seemingly small lesson into the financial world sparked my passion for investing and making smart financial decisions.
That spark ignited my career as a financial advisor where I now use my passion to help others in an area which is extremely sensitive and personal. I enjoy the research and analysis, but the most rewarding part of my job is seeing my clients’ goals come to fruition. That is what gets me up every day and motivates me to continue learning and growing myself.
I’ve studied over a 1,000 hours (yes, I tracked it in excel) to obtain two designations. I hold the CERTIFIED FINANCIAL PLANNER TM (CFP ®) designation and the Chartered Financial Analyst (CFA) designation. I pursued these two designations to continue learning and growing so that I may better serve my clients. I’m committed to being a lifelong learner and am always looking for ways to advance my knowledge and understanding in the financial planning or investment world.
Part of my mission in life is to also give back to my community. I’m an active member in the San Diego Rotary (a service organization) where I participate in several committees. I’m currently going through the LEAD San Diego program which is a leadership development program where I learn more about the key regional issues, strengthen personal leadership skills and establish community connections. I consider myself blessed in this life and it’s only right to pass those blessings along.
I launched Focused Mission Financial in 2022. I’m focused on my clients’ goals and I’m on a mission to see them reached.
What do you like to read other than financial stuff?When I’m not diving into a nerdy financial planning book or reading up on the markets, I’m sticking my nose into the latest Jack Reacher novel. I mean, who doesn’t love a good story about a 6’5’’, 250-pound ex-military cop turned drifter, who goes around investigating suspicious activity and getting himself into dangerous situations. (His job is a bit different than mine.)
What are some of your hobbies?There is a reason I live in San Diego. I love playing beach volleyball, hiking, road biking, and working out. I also really enjoy woodworking and some “light” remodel projects around the house.
What is your pride and joy?My family is number one in my life. My wife, Jess, is a superwoman. She is the rock and foundation of this family. We have a son named Reid and a daughter named Macie together. Here is a family photo:
We heard you’re into Marvel movies… What’s that about?Heck yeah! Ever since Ironman came out in 2008, I’ve been hooked. I’ve seen every movie related to the Marvel Cinematic Universe in theaters and try my best to go within a week of opening night.
Did you play basketball?Yup! Being 6’6’’, I get asked this question a lot so I thought I’d get it out of the way. I grew up in San Diego, so I played high school ball at Saint Augustine High School. Then, I went on to play 4 years at Olivet Nazarene University in Illinois. The mid‐west winters were too much for the Californian so I made my way back home to San Diego after freezing for 4 years.