I served those nearing or in retirement with comprehensive retirement planning, investment management, estate planning, tax planning and more. Deeply engaged with my clients so that I could advise them on how to reach their specific retirement goals.

Led a team of financial professionals to provide turnkey advice and guidance to a group of select HNW USAA members. Focus in the areas of investment management, risk assessment and life insurance, retirement distribution planning, and estate and legacy planning. Developed role to be central point of contact for all major financial decisions for affluent, military veteran clients. • Managed $221M AUM for 125 households

Leadership experience in Maintenance, Operations, and Training Departments• Oversaw scheduling, operations, and training of 50 personnel and 4 aircraft.• Responsible for administration of all safety programs. Orchestrated two safety seminars for over 350 people. Eliminated aviation accidents/incidents over 2-year period.• Led and managed $100 million in assets during a two aircraft, 25-person international mission in support of the National Space Program.• Awarded the Navy Achievement Medal twice for superior performance, leadership and vision.Officer in Charge of Pilot Training and Squadron Readiness • Developed and standardized training for 36 pilots; supervised eight Instructor pilots.• Served as key architect in plan for managing qualifications of aircrew members.• Co-authored innovative readiness matrix, which was adopted / implemented at the highest operational level and received accolades from the Admiral in charge.• Created and implemented a cockpit resource management syllabus, which significantly contributed to unit’s overall proficiency of 60 aircrew members.

Trusted advisor and personal CFO to a select group of clients offering personalized wealth planning and investment management. Managed clients desire for a more strategic, professional approach to planning and management of their assets. Work closely with clients to manage both sides of balance sheets. Collaborate with other advisors: accountants, attorneys, business managers, to build and protect their personal wealth.• Earned CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from Certified Financial Planner Board of Standards, Inc.

Provided advice and guidance on investment strategies via a "financial roadmap" for individuals and families. Created peace of mind for clients by empowering them with the knowledge and confidence to build, manage, and protect assets through the use of mutual funds, ETFs, SMAs, and structured products.• Series 7, 66 and CA insurance licensed professional

Led and managed all aspects of multi-family residential, “for sale” projects. Duties include overseeing the entitlement and subdivision process, community public relations, marketing/advertising, unit sales, and property management. • Managed the overall operations and sale of a 96-unit Condominium community worth over $50 million. Sales targeted to be complete 3 months ahead of schedule and 10% above projected sales prices.• Oversaw implementation of developer’s construction warranty program and reduced operational expenses by 15% in less than 2 months.

Established solid working relationships with our client base (high-level business executives and Hollywood celebrities). Responsible for the operation of a $9 million aircraft. Supervised the purchase of aircraft fuel and services in excess of $30,000 per month.• Designed, developed, and implemented cost saving initiatives, which reduced $50,000 in fuel costs annually. • Developed exemplary relationships with clients, which resulted in a large number of repeat customers, expansion of aircraft fleet, and revenue growth for the business.