We help successful families and closely held businesses make informed financial decisions. What does that even mean? Successful people are busy and don't have or want to find the time to ensure everything they're doing financially is right and in the best interest of their families and businesses. If you're looking to rely on a team that can help make quality, objective decisions in the areas of business succession planning, estate life and death planning, investment optimization, and financial independence planning....we should talk. I consider myself an adventurer, family man and advocate for children. I grew up in sunny San Diego and went to school at Cal State Long Beach (go Dirtbags!). I enjoy spending time with my family, golfing, snowboarding, and hiking. My wife and I love the outdoors and exploring new restaurants. Donating time to helping others in need, and mentoring the youth are a few ways I try to give back to the community. Interested in learning more…let's grab lunch!