Early in his career, experiences at Walgreens inspired his transition into financial services as he saw firsthand how many people lacked guidance around workplace benefits, debt, and financial decision-making.
Joined Lido: 2025
Homebase: San Ramon, CA
Professional Focus: Focused on helping families, professionals, and business owners make confident, value-aligned financial decisions. He is committed to simplifying complex planning topics and empowering clients with clarity through education and collaboration.
Professional Designations: Certified Family Business Specialist®, Certified in Long-Term Care®, Retirement Income Certified Professional®, Accredited Investment Fiduciary®, Accredited Behavioral Finance Professional™
Education: B.S., Marketing & Finance, Arizona State University; M.B.A., Business Administration and Management, The University of Phoenix
Previous Work Highlights: Prior it its partnership with Lido in 2025, he served as a Senior Financial Strategist at Fountainhead Advisors, partnering closely with clients to design personalized financial plans that support lasting success.
Personal Facts: Born and raised in San Francisco’s East Bay, he lives in Pleasant Hill with his wife, Annalise, their daughter, Kendall, and their two dogs, Moose and Maisy. He enjoys playing basketball and can hop on the piano, drums, or guitar.
