From a young age, my parents encouraged me to save the checks that came in my birthday cards. They even had a “company match,” where they’d contribute the same amount that I was willing to save — with no maximum! It became clear to me very early that good financial guidance was important. That, coupled with seeing the positive impact my dad made in the lives of his clients, all but guaranteed that I’d join him in the “family business” someday.I love having the opportunity to work with people of all ages and circumstances. Having earned both the Chartered Financial Consultant (ChFC) and Certified College Planning Specialist (CCPS) designations, I help individuals and families create financial plans and investment strategies that guide them through life’s milestones, into retirement and beyond, helping to ensure that my clients can continue living the life they’ve earned. (CA Ins Lic #0K48714)I graduated from UC San Diego with a degree in history and a minor in economics. In 2019, I married my high school sweetheart after a “brief” 13-year courtship. We enjoy traveling the world, cooking gourmet meals together, and listening to vintage vinyl records, many of which I’ve “borrowed” from my parents. In 2023 we welcomed our first child, Stuart, who has seamlessly joined us in all of our favorite activities• Insurance Representative of MassMutual. Registered Representative of and offers securities, and advisory services, through MML Investors Services, LLC, a member of the MassMutual Financial Group. 3003 Oak Road, Suite 250, Walnut Creek, CA 94597, (925) 979-2300 MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives, Springfield, MA 01111-0001 CA Insurance License #0K48724• I am licensed to sell insurance in: CA, AZ, CO, NY, OR, TX, WA and securities in CA, TX, ID, AZ, WA, NY, PA, CO, FL, NC, HI, NV, TN, GA, MT, OR, WI, MA, IL, MN. [1] I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance and/or securities business CA Insurance License Number 0K48714• MassMutual Financial Group® is a marketing designation (or fleet name) for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives.