It is my pleasure to serve the financial needs of people in the San Jose, Morgan Hill, and the greater Bay Area. My experience in the financial industry started in 2004 and I became a Wealth Management Advisor in 2010. I want to make managing your finances as easy as possible for you. As your financial advisor, I will partner with a Wealth Management Banker from our affiliate U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.In my free time, I enjoy being a father, husband, big brother, uncle, and a football coach at my alma mater high school. I don't play much golf but, if you enjoy doing it, I'll play 18 with you and we'll have some fun. Otherwise, I'm on the football field with the kids or in the backyard with my wife, Michele, tending to our garden. The industry thrives on complexity and information asymmetry. We have torn down those walls and introduced a more transparent, intuitive, planning based approach. Everything we recommend to our clients comes with a clear explanation for why it's the right answer for your specific needs.