I love getting to leverage my interest in retirement planning to continue to grow a family business. My passion for retirement planning began while I was in the process of forming my own retirement strategy. After overseeing a successful acquisition of my medical waste recycling business, I was faced with the daunting task of balancing the protection of my nest egg with the necessity of creating lifetime income streams. It was this experience that spurred my interest in insurance. I wanted to help others protect their wealth and navigate long-term security with ease. I became an insurance professional in 2011 with the mission of providing solutions to people in similar situations. I am now working with Sam to help DFP clients with more complex insurance planning. I am also a lifetime resident of the San Francisco Bay Area. I currently reside in San Rafael, California, with my wife, my son, and our Aussie dog. I’m always working to balance my professional pursuits with the joy of spending time with my family and recharging in the great outdoors of Marin County. Whether I’m swimming, bicycling, running, practicing yoga or realizing my Ironman triathlon dream, I’m is always on the move.