My career in the investment business began while I was an Economics major at the University of CA, San Diego. I interned at Prudential Securities and accepted a position with them when I graduated in June 1999, which turned out to be a fascinating time in the capital markets. The NASDAQ and S&P 500 peaked less than a year later, ushering in the Tech Bubble, which gave me a healthy perspective of risk and valuation early in my career.
While pursuing my MBA a few years later at Arizona State University, I was able to work at a mutual fund company, as well as a large institutional fixed income firm where I helped community banks manage their bond portfolios. When I finished my studies, I found that I missed both CA and helping individuals and families manage their wealth. I decided to return to CA and work with private clients, which I have been doing ever since... first with Charles Schwab, then JP Morgan Chase, and now with Nautilus Advisors.
Having worked with both individuals and institutions, in both bull and bear markets, I have a healthy appreciation of the time and attention that goes into properly managing wealth which starts with crafting a financial plan, and then executing the plan as the business cycle fluctuates. This philosophy led me to feel that the best environment to do this was as an independent advisor working in a purely fiduciary capacity. The opportunity arose to open the Orange County office of Nautilus Advisors, where I can fully focus on incorporating the broadest possible range of investments into customized client solutions.
I’ve lived in the Talega neighborhood of San Clemente for 11 years, have two children, Cameron and Jack, and in my free time I enjoy the amazing outdoor lifestyle that Southern California has to offer.