For over 33 years, I have specialized in helping my clients address their financial goals. As CEO of TLD Wealth Management, I use a comprehensive process that addresses wealth accumulation and preservation strategies for individuals, families, and businesses. I specialize in asset management, retirement savings planning, and financial and estate planning.

In 1985, I graduated Cum Laude from Cal Poly Pomona University with a Bachelor of Science Degree in Business Administration, Finance, Insurance and Real Estate. Since then I have maintained a commitment to continuing education in the areas of financial products, tax laws and advanced planning strategies, which has earned me an excellent reputation in the industry. 

I have earned several certifications and post-CFP designations including:

• Certified Financial Planner® (CFP®)

I am a licensed California Life Insurance Agent. 

• My license number is 0734377. 

I have several securities registrations including those listed below:

• Series 65 - Uniform Investment Adviser Law Examination
• Series 63 - Uniform Securities Agent State Law Examination
• Series 7 - General Securities Representative Qualification Examination (GS)

I am a proud member of multiple honors societies including:

• The Honor Society of Phi Kappa Phi  ΦΚΦ
• The Honor Society of Delta Mu Delta  ΔΜΔ

I strongly believe in serving my community. I am a former Riverside Community Hospitality Foundation Board member, past president of the Exchange Club of Magnolia Center, and five time chief of YMCA Indian Princesses (mighty Navajo Tribe!). Additionally, I am a member of the Financial Planning Society.

I have been with my wife, Lisa, for over 31 years and together we have three daughters. In my free time I enjoy water sports like skiing, wakesurfing and barefooting, fishing, playing golf and attending Sandals Church in Riverside.