I’m the founder of Stone Steps Financial, a firm created to help professionals and families understand their financial lives and position themselves to reach their fullest potential. I do this job because I love it. I truly enjoy taking complex issues and helping clients understand them.
I live in a little beach town, Cardiff by the Sea, just north of San Diego with my wife, Amanda, our sons, Lucas and Daxton, and our dog, Sofia. When I’m not geeking out on financial news or white papers you’ll find me surfing with friends (Stone Steps is named for a surf break just a few minutes north of my house), running along the Pacific Coast Highway, or spending time with my family. I strongly believe in giving back and currently serve on the Leadership Development Committee for NAPFA.
My mission is to help you as soon as possible in order to help you avoid the financial missteps that so many others make as they receive their financial education from the school of hard knocks. I’m here to serve and guide you along your own path, towards a life of financial freedom.
Working my way through college, at the University of Colorado at Boulder – Go Buffs!!, as a server and bartender had a major influence on the way I serve clients today. I worked at a casual fine dining restaurant and most of the patrons were not familiar with the cuisine or many of the wines; this was before the movie “Sideways” came out so no one was drinking Pinot Noir in the states. I truly enjoyed educating patrons about what we had to offer and helping them take a culinary journey. “Haricot Vert is just a French way of saying green beans” was a common phrase for me.
Now, in wealth management, it’s the same idea, but the stakes are much higher! I help clients, like you, take their complex financial lives and make them simpler and more tangible, giving them clarity and saving them time by handling what for most is an arduous task. This allows you to focus on living and enjoying life, knowing your financial future has been well thought out. I guide you through your options and help you make informed decisions without overwhelming you with confusing jargon or equations.
I am highly trained in the fields of financial planning and investment management having earned the Certified Financial Planner™ certification (CFP), the Chartered Financial Analyst® designation (CFA), and Registered Life Planner (RLP) in addition to thirteen years of experience.