I am a Vice President of Investments in the Ontario office of Wedbush Securities. For over 22 years, I have advised individuals and families on financial and investment issues.
I pride myself on working with you in a straightforward manner, centering on goodwill, simplicity, and quality, not quantity. I am committed to a continuous dialogue that will work toward your goals. I am attentive to assist you in articulating your goals and concerns while thoughtfully developing strategies and solving complex issues. I am to be strategic to identify opportunities that address both your intermediate and long-term goals. I know that wealth may come in many ways— through hard work, life changes, or good fortune—but it may also bring uncertainty and anxiety. Because of this, I strive to become your and your family’s partner to help you build the future you desire.
I joined Wedbush in 2015, having worked in the financial services industry for nearly 20 years. For the first 17 years of my career, I was a corporate accountant before joining Crowell, Weedon & Company as a financial advisor in 1995. My leadership and expertise lead the company to extend a partnership invitation to me in 2009. I remained a partner for more than five years, until the firm was acquired by D.A. Davidson.
I am a longtime resident of Southern California, and currently live in Walnut, CA. I have been married to my wife, Bonnie, since 1980, and have one daughter and two sons. Outside of work, I enjoy basketball, soccer, and spending time with my grandchildren.
Attentive to assist you in articulating your goals and concerns
Thoughtful in developing strategies and solving complex issues
Strategic to identify opportunities that address both your intermediate and long-term goals
Wedbush NEXT is a mobile application designed to give clients more flexibility in how to track, manage, and help grow their finances.
With Wedbush NEXT clients can:
To get started, use your mobile phone to scan the QR Code. If you’re already on your phone, just tap the Code!
Since our founding in 1955, Wedbush has been a leader in the financial services industry providing our clients, both private and institutional, with a wide range of securities brokerage, wealth management, and investment banking services; Headquartered in Los Angeles, California with 100 registered offices and nearly 900 colleagues, the firm focuses on client service and financial safety, innovation, and the utilization of advanced technology.
Follow us on LinkedIn, Twitter, and Facebook.
The background of this firm and investment professionals may be found on FINRA’s BrokerCheck
Wedbush Financial Advisors and Independent Contractors may only conduct business with the residents of the states and/or jurisdictions for which they are properly registered.
Wedbush is an affiliate of Qapital, a fintech company. Advisory services associated with Wedbush Next Powered by Qapital are provided by Qapital Invest, LLC (“Qapital Invest”) an SEC-registered investment advisor and affiliate of Wedbush. Sales representatives associated with Wedbush Securities Inc. may receive compensation for referrals to Qapital and/or Qapital Invest.
Securities and Investment Advisory services are offered through Wedbush Securities, Inc. Member NYSE/FINRA/SIPC.
Third party entities named are not associated with Wedbush Securities.
Investment professionals may only conduct business and provide recommendations with residents of the states for which they are properly licensed. You can check the registration and background of an investment professional and their firm.
Please refer to FINRA’s BrokerCheck website for this information: FINRA’s BrokerCheck.
Fixed income securities are subject to increased loss of principal during periods of rising interest rates and are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges, and expenses. You can request a prospectus by contacting your Wedbush Financial Advisor and/or Registered Representative. Past performance is never a guarantee of future returns.
BrokerCheck is a trusted tool that shows you employment history, certifications, licenses, and any violations for brokers and investment advisors.
