During the 2008 financial crisis, I watched helplessly as family and friends lost their income, their jobs, and their homes. It was a difficult time for many people, and a desire to help eventually drove me to pursue a career as a financial planner after I finished my Business and Economics degree. I have been working in the financial planning industry since 2010, and with the advice and support of my mentors, I established IWM Financial.
In 2012, I married the love of my life, and in 2015 we welcomed our daughter, Penelope, the most adorable little girl on the planet (but I might be a little biased). I am deeply committed to my family, so I strive to live a life full of passion and purpose in order to be a better husband and father. Likewise, my faith is an integral part of my life and this molds my personal and professional relationships.
I earned a double major in Business Administration and Economics at California State University, Fullerton.
I’m a California native, living in Chino Hills, operating my business out of North Orange County, and am an active member of my church in Riverside.