I always wanted to find a career where I could impact people’s lives for the better and create relationships that went far beyond “deal making.” What drew me to the world of financial planning was the fact that even though the markets would go up and down, the relationships forged through that journey would last a lifetime.
What motivates me to focus on Space Professionals and SpaceX employees is that I enjoy math and am detailed-oriented. I recognized my natural fit for working with professionals who value results based on underlying numbers. Because of my analytical curiosity I obtained the Chartered Financial Analyst (CFA®) charter which gives me a strong foundation in advanced investment analysis. I understand that Space Professionals and SpaceX employees are grounded in math and need to understand investments from that perspective. As a CFA® Charterholder I am trained in risk analysis which helps me to analyze investment choices from a math point if view instead of an emotional one.
I want to help every client find their own definition of fulfillment. I am dedicated to helping my clients build, manage, preserve, and transfer their wealth. I take pride in truly getting to know my clients, learning what’s most important to them, and developing financial plans to guide their financial journeys. With over 25 years in the industry, I have developed various areas of expertise, including working with clients with equity compensation.
I reside in La Crescenta, CA with my wonderful wife Ashley, son Pierce, and daughter Hailey. In my free time, I enjoy camping, working out, scuba diving, and just being outdoors. With two active children, Ashley and I spend countless enjoyable hours attending their activities.
McW Wealth Management offers securities through International Assets Advisory, LLC (“IAA”) – Member FINRA/SIPC. Advisory services offered through International Assets Investment Management, LLC (“IAIM”) –SEC Registered Investment Advisor. McW Wealth Management is unaffiliated with IAA and IAIM.
McW Wealth Management may only conduct business with residents of the states for which they are properly registered, therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. This site and the content herein are subject to certain Legal Notices.
¹ Any information presented about tax considerations affecting client financial transactions or arrangements is not intended as tax advice and should not be relied on for the purpose of avoiding any tax penalties. You should discuss any tax or legal matters with the appropriate professional.