My Background

My background is twenty-seven years in business and personal finance.  I spent twenty years as an accountant in Los Angeles, California, and the last seven years as a financial advisor/wealth manager.

I graduated from Brigham Young University with a degree in Business Finance and Accounting.

I speak Spanish and enjoy the great outdoors, basketball, camping, river rafting, investing and my family. 

My family consists of my wife, Tamara, and five children:  David, Cody, Dillon, Cassidy and Cammie.

David has joined my firm as a financial advisor after passing all of his tests.  Cody works full-time at a golf course and then works part-time as our office manager.

When I am not working or spending time with my family, I work with the Boy Scouts program and with the youth of my church.