I am committed to building long-term relationships with my clients and helping them reach their goals is my
number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom
for my clients. I am prepared to assist clients with their financial plans and help them meet their long-term
financial goals. I work closely with my clients and can also work with you. I will assist you as you:
• Define your personal financial goals
• Develop a financial strategy that can help you achieve these goals
• Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
• Implement your strategy with products and services that help meet your needs

I received my Bachelor of Science in Economics from Oneonta State University in New York and have been in the financial industry since 2006.

I hold my SIE, Series 6, Series 7, Series 26, Series 24, and Series 63 registrations, as well as my Chartered Life Underwriter (CLU) designation through the American College. 

I currently reside in South San Jose, with Christina Mendoza, my girlfriend, her 8-year-old daughter Iris, and our pet Frenchie Draco. In my free time I like to stay active with athletics and music. I enjoy watching and participating in boxing, wrestling, jiu jitsu, kickboxing and MMA.