Dublin Office
I am the Co-Founder, managing partner, and CEO of Strata Financial Group. As a Senior Wealth Advisor with over 30 years of experience in the financial services industry, I work with clients on their investment management and financial planning needs. I am responsible for servicing clients’ investment portfolios, including investment selection and asset allocation following their investment goals and objectives. I am also a member of the Strata Financial Group Investment Management Team.
Born and raised in Southern California, I attended the University of Southern California for a portion of my college career and spent the remainder of my time at Ohio State University and graduated with a Bachelor of Science Degree in Marketing. I started my career at John Hancock as an agent and registered representative. I also spent some time at Mass Mutual in a similar position. I obtained my CFPtm in 1994 and joined Harrington Asset Management as an Investment Advisor representative. In 1998 we started Strata Financial Group.
I currently reside in Dublin with my partner Lisa, my kids Gianna and Rino and I have two kids in college. In my spare time, I enjoy Golf, Pickleball, and traveling.