With Apriem Since 2018
Expertise: Retirement income planning and serving as the in-house risk-management/annuity specialist.
Serves clients to the highest degree: Provides the best possible experience for clients by actively listening to their situations and maintaining regular communication.
Acquired wisdom: Worked odd jobs in his youth alongside his sister and best friends to raise enough money to adopt a sea lion and nurse it back to health. Watching it return in good health to the wild, he realized the value of persistence, teamwork and hard work, especially when applied towards something bigger than yourself.
Finds balance: He coaches his son’s roller hockey team, does hot yoga with his wife, and enjoys surfing, reading books, watching movies, playing chess and much more.
Fun fact: An adventurer, his exploits include piloting a helicopter, climbing a 1,000 foot mountain, competing in paintball tournaments, practicing mixed martial arts and playing a multitude of sports.