Managing Partner & Financial Advisor
I have lived in Santa Clarita since 2006, and I maintain a very active lifestyle in our local community by serving as a former regional commissioner, coach, and referee for AYSO in Castaic. My family is my driving force in everything I do – I do it all for my beautiful wife, Ellen, with whom I have been married for over 20 years, and my two children, Taryn and Colin.
I have been in the financial service industry for over 25 years. I am proud to have formed a team of capable, professional men and women from all backgrounds who can provide robust solutions for the problems our clients face. Before founding The Strategy Partners, I worked at top financial services and industry companies, and I also built quality organizations in smaller firms.
My areas of focus include recruiting within the financial services industry. I actively maintain a focus on attracting, hiring, and retaining outside individuals with strong business acumen and superlative organizational, analytical and strategic problem-solving skills.
My primary role at The Strategy Partners, Inc. is to continue attracting, recruiting, and developing top financial professionals so they can be value added to their clients and community.
My secondary role at The Strategy Partners, Inc. is to maintain servicing my existing clients. This keeps me sharp and ready to mentor new and existing financial professionals joining our team.
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Life & Health insurance licenses as well as my FINRA security licenses, series 6, 63, 7, 24, 66 and currently licensed in CA (Insurance License #0C16006).