As the Vice President and Program Manager with Kinecta Wealth Management, my primary responsibilities revolve around assisting our talented advisors in guiding clients toward their financial goals. With over 35 years of experience in the financial services industry, I have dedicated my career to helping clients pursue financial independence. I firmly believe by empowering our advisors, we can create a lasting impact on the lives of our clients. Additionally, I oversee the development, marketing and sales of Kinecta Wealth Management products and services and the growth and training of our exceptional staff and sales force.
I have obtained several securities licenses throughout my career and earned a Bachelor of Science in Business Management from the University of Phoenix. These qualifications have equipped me with the knowledge and experience to lead our advisors as they provide comprehensive financial guidance. Before joining the Kinecta team, I honed my skills as a wealth management professional specializing in sales management and employee development. I am proud to bring this breadth of experience to my current role, where I am motivated by coaching and helping advisors and clients pursue an unparalleled journey.
What drives me in my profession is the opportunity to make a difference in the lives of credit union members. Collaborating with advisors and Kinecta branches to provide exceptional service and support brings me joy. I firmly believe we can deliver the greatest value by putting clients’ needs first and building solid and everlasting relationships.
I reside in the beautiful San Fernando Valley with my wife and children. Outside of work, I dedicate my time to contributing to the betterment of my community, serving on the North Valley YMCA board. To recharge and find solace, I indulge in my passion for fishing. Being on the water is my happy place, where I can unwind and connect with nature. Additionally, I am an avid Los Angeles sports fan and my passion for all things UCLA is unmatched.
Registrations held through LPL Financial: Series 7, 24, 52, 53 and 63.