South Coast Investment Advisors, LLC a full service investment advisory firm. As Registered Representatives, we offer securities through Independent Financial Group and clear securities trades through Pershing LLC. Our firm is committed to helping each client realize their unique goals and objectives.Our Process utilizes cutting edge financial planning software to build the foundation for dynamic, individualized financial plans. By developing a deep understanding of what each client wants to accomplish, we can prioritize each goal by necessity and duration in order to segment the portfolio’s strategic asset allocation into appropriate risk categories. Once each plan is implemented, South Coast applies a tactical overlay to shift portfolio allocations as the economic environment as well as the investor’s needs change.South Coast also specializes in tax-advantaged investment solutions geared toward a focus on realized, spendable returns over top-line investment performance. South Coast actively utilizes direct investments in hard assets such as real estate, oil and natural gas as a means of creating tax efficiency inside of their portfolios.*Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered investment adviser. Member FINRA/SIPC. South Coast Investment Advisors and IFG are unaffiliated entities.For state licensing information please visit www.southcoastinvest.com The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

South Coast Investment Advisors, LLC operates as an office of supervisory jurisdiction (OSJ) of Independent Financial Group (IFG). As a Partner with South Coast, I clear all securities related activities through IFG. South Coast and IFG are not affiliated.

Vice President with MCL Financial Group, an independent broker/dealer. I headed MCL's 1031 Exchange and Energy Royalty department where I lead the analysis and sales of commercial real estate and oil and natural gas investment programs. I worked primarily with real estate investors and high income earners to reposition their current portfolios into hard asset backed investments with a focus on after tax returns.