A personal approach
rooted in experience.
For as long as I can remember I have had a passion for building, whether it's restoring old cars, remodeling houses, or developing a financial plan. I love the challenge and satisfaction I find in designing and building.
Often, clients show up in my office with a box of "financial parts" and I have the privilege of sorting through them to determine what is missing, what should be replaced, and what can be used to build a financial plan that accomplishes their goals.
Since 2003, I have had the opportunity to work with hundreds of families and businesses.
Over that time, I have developed wonderful client relationships and find great satisfaction in knowing that I have helped many of my clients make financial decisions that have lifelong positive impact.
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Certified Financial Planner™Professional
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Life, Health, Disability, and Long Term Care Insurance License #OE13919
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Founded RED Seven Wealth Managementin 2003
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EducationB.S. in Business Marketing
San Diego State University
Clients who value
clarity, purpose, and legacy.
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Individuals & Near Retirement
Preparing for what's next with confidence and income strategies designed to last.
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Business Owners & Entrepreneurs
Aligning personal and business goals to protect what you've built and plan ahead.
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Corporate Retirement Plan Sponsors
Helping leaders design better outcomes for their people and their businesses.
I married my college sweetheart Monica in January of 2007. In 2008, we returned to my home town of Valley Center, California with plans to raise our family. Since we have moved to "the country", we have added our son Walker and our daughter Trevisan to our family.
Both Monica and I consider ourselves athletes (I am taking some liberty in using the term these days!). Monica is a professional softball instructor who does her best to keep me in shape. In our free time, we enjoy outdoor activities such as mountain biking, off road motor sports with our family in local deserts, boating on local lakes and rivers, never-ending home improvement projects…thanks to Monica, and participating in activities with our church.
A steady hand. A clear plan. A life well-lived.
We can't control the markets, but we can control how we prepare. I believe the best plans are simple, tax efficient, and aligned with the life you want to live. My role is to bring structure to complexity and perspective to every decision.
Schedule a Consultation →I returned to my hometown of Valley Center in 2008, and I'm proud to raise my family here. There's nothing quite like the space, community, and slower pace of life in North County.
I enjoy mountain biking, off-road motor sports, boating, and working on home projects. My faith and involvement in church are an important part of my life.
I'm grateful to serve families and businesses across North County San Diego. It's home, and it's where my heart is.