With over 30 years of experience in investment management, banking, and business management I’ve had the privilege of working across multiple sectors—from overseeing a company’s sale to a Fortune 500 firm to advising private clients and institutional investors. Throughout all these efforts, I’ve found that understanding the people behind the projects is key to achieving the desired outcomes.

About Me

With a degree in accounting from the University of Utah, I began my career as an Assistant Controller in a regional parts distribution industry. As I learned the industry and the nuances of capital and financing, I moved to the role of Chief Financial Officer/Controller. The company was sold to a fortune 500 company, and I moved firms to serve as Vice President of real estate investments for a large construction firm. To increase my exposure to best practices beyond my company and my industry, I earned my MBA in Finance & Strategy from The University of Chicago Booth School of Business in 2001.

I went on to focus on financial services, joining Lehman Brothers and then Wells Fargo Advisors, obtaining FINRA Series 7 and 66 securities registrations and licenses in variable annuities and life insurance. As a Financial Advisor, I believe that every person has unique situations that must be evaluated to find solutions and structure a plan. As situations change, either with the markets or with the individual, it is important to have a trusted advisor to revisit – and if needed – reshape these plans.

In 2022, I was given the opportunity to become an independent advisor at Wells Fargo Advisors Financial Network and formed Silver Strand Wealth Management. This move allows me to provide unbiased, personalized wealth management solutions tailored to each client’s unique needs, while still having access to the products and services within Wells Fargo Advisors. The flexibility to provide added client support, establish an office in the city I call home, and come closer to the elusive work / life balance were key in making this change. Throughout this, I believe our clients recognize our commitment to helping them achieve their financial goals through thoughtful, long-term planning.

I am proud to be recognized as a Forbes Best In State Wealth Advisor in 2022, 2023 and 2024. I believe this recognition highlights our team and our commitment to delivering exceptional investment guidance, personalized service, and strategic planning to our clients.

2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria

I live in La Verne and work in Claremont, CA. Away from the office, my wife and I enjoy watching our son’s tennis matches. (I’m told people also enjoy watching our son beat me on the courts.). I also earned my Eagle Scout rank. In my free time, I enjoy deep sea fishing and trying to unlock the secret to the perfect sear.