Founder of Phase 4 Financial Solutions, CFP®
Phone: 619-291-4333 ext. 104
"I have had a passion for personal financial planning since college and have been involved in the profession since moving to San Diego from Michigan in 1998. I have been the Endorsed Local Provider (ELP) & SmartVestor Pro for Investment Planning and Long-Term Care insurance for the Dave Ramsey Show in San Diego since 2004. I achieved my CFP® (Certified Financial Planner) designation in 2009. I bring a wide range of experience for a variety of planning needs, but place a primary focus on creating income plans for individuals approaching & in Phase 4 (Retirement) and working with entrepreneurs and other clients who have big goals they want to accomplish in life. My passion is to encourage my clients to plan & pursue life in such a way that they can live with no regrets.
Outside of the office I love to spend time with my wife, Elizabeth, and our amazing kids, Joshua and Leilani. I am active in both playing and coaching a variety of sports, very connected with my church, and love to travel."
Branch Operations Manager, Financial Advisor
Phone: 619-291-4333 ext. 101
"I am our Branch Operations Manager, supporting day-to-day efforts in making sure clients feel secure and confident, while always attempting to exceed client expectations. My duties include general account maintenance, handling client requests, troubleshooting and a wide variety of operational and support functions. In my years of experience in the financial industry, I have learned about your needs, along with industry best practices, and I work hard behind the scenes to build our processes and efficiencies to serve you the best we can. Prior to joining Phase Four, I worked for a couple of Credit Unions in various member services positions.
I am a born and raised San Diegan. I live in Chula Vista with my wife, Brittany, and our son and daughter, Judah & Lily. We enjoy San Diego living, whether taking in ball games or running after our kids in the local park."
Extended Planning Team
The nature of our business is such that we are central coordinators of many of our client's secondary planning relationships, including CPA's, attorneys, property & casualty insurance agents, mortgage and real estate professionals, and many more. We have developed relationships with many quality professionals who we consider to be part of our extended service team. If you need a referral for a specific professional for your planning, we will be happy to make introductions. We also love working closely with your advisors who are currently part of your planning team.