I grew up in a working class family that knew the value of a dollar. Unfortunately, despite efforts to save and invest, my family had several bad experiences with financial advisors. This motivated me to pursue a career as a financial advisor, take care of my loved ones, and help other hard-working families along the way.

Tragically, when I started my career, my father suffered a traumatic brain injury just as he was entering retirement. Despite being only 24, I was forced to take over my parent’s finances. This heartbreaking and life-altering experience emphasized to me the importance of living fully in the present, which eventually further motivated how I advise clients.

A few years later, I received an opportunity to speak to a group of graduating Internal Medicine residents. I absolutely loved it! ! I enjoyed advising people similar in age and wanted to help protect them from the sales-driven financial industry. I wanted them to experience a better life. So I started Panoramic.

Outside of work, you can find me in Fresno, California enjoying time with my wife Cara, daughter Elle, and son Declan. We love to travel, spend time with friends and family, play games, and watch AGT.