Since 1996, I’ve been committed to developing customized solutions for high-net-worth investors to help them maximize the value of their present and future wealth. With experience at some of America’s leading financial institutions, I specialize in helping clients with complex wealth management issues, allowing them to live their lives the way they want.I began my career as an intern at a leading financial services company while attending San Diego State University, where I earned my undergraduate and Master’s degrees in Finance. During my career I’ve served clients at American Express, Morgan Stanley and Wells Fargo Advisors.On a day-to-basis, the Stratos Private Wealth team works together to help clients define their financial dreams and address what is really important to each individual. Additionally, we enjoy working with executives of public and private companies, helping clients potentially profit from the growth of their firms and meet their long-term personal goals.I am a CrossFit enthusiast and an avid surfer and snowboarder. I am fortunate to be able to spend several weeks per year traveling to remote places like Fiji to surf and Iceland to heli-board, which represent some of the best conditions in these sports. I’m also a wine collector and fond of specialty tequilas. When not engaged in these adventurous activities, I enjoy spending time with my family right here in sunny San Diego or at our vacation home in Park City, Utah.If you’d like to setup a quick call to hear about our client experience and see if there is a fit, please visit our real-time calendar and book a call using the link below: