My father passed away when I was 22 years old and was left with a heap of cash but without any financial knowledge or direction. Being young and an “expert” at life, I disregarded any advice I did receive. My inheritance didn't last as long as it should have with the exception of a few mutual funds that I had forgotten about. These forgotten positions grew and grew without me knowing it, only to be brought to my attention years later. The power of the markets! The power of time! The power of patience! The light bulb went off and I wanted to learn as much as I could. Unfortunate that it took “learning the hard way” to discover the importance of all three. However, it delivered the priceless gift of discovering my fascination and passion for market analysis and financial planning as a whole. This led to my Bachelors degree in Finance from California State - Northridge and my entry into the world of finance, real estate and economics. My hope is to relay my knowledge and experience and act as a guide to those who find themselves in a similar situation to mine all those years ago - so they don't have to also learn the hard way. I consider myself lucky to have found Highline Wealth Partners, where my skills, experience and passion fit perfectly.
While my many interests and curiosities has led me to success in a wide range of industries, operations and management have been my primary roles and they have developed into a specialty. I have taken on projects starting from the ground up and turned them into fully fleshed out systems that are now in place within multi-million-dollar companies. Combining this background with my ongoing love of market analysis and financial planning has led to the perfect match at Highline Wealth Partners.
When there is time, I love listening, producing and playing music. I have been playing bass guitar since the 6th grade. I enjoy writing and trying something new on the bbq. My wife and I love traveling and exploring new places and trying new foods. We are always happy to find a nice restaurant on top of a tall building while visiting a new city or country. We are excited to start bringing our two children along on our adventures.
"If you are the smartest person in the room, you are in the wrong room"