As a registered representative and investment advisor representative, I am committed to helping high net worth individuals and their families build, manage, and preserve their wealth through thoughtful financial planning and investment strategies. I hold both the Series 7 and Series 66 securities registrations, which allow me to provide comprehensive investment advice and portfolio management services.
As a financial advisor at Simonson Wealth Management and Cetera Advisor Networks, I deliver personalized financial guidance tailored to each of my client’s unique goals. My services include investment monitoring, performance analysis, and long-term financial planning, all supported by a strong foundation in technology and data-driven decision-making. My mission is to empower clients with clarity and confidence as they navigate their financial futures.
Before entering the financial services industry, I spent several years as a commercial real estate broker, where I developed a deep understanding of asset valuation, market trends, and client negotiation. Prior to that, I served as a sales manager at Altium, a global software company, and as operations manager for a Southern California family real estate investment firm, overseeing asset performance and operational efficiency. My experience in commercial real estate, combined with my current role as a registered financial advisor, allows me to offer clients strategic insights across multiple asset classes.
Originally from Tucson, I graduated from University of San Diego with a degree in Business Administration. Outside of work, I’m passionate about personal development, fitness, and have a deep love of the outdoors. Whether I’m backpacking, flyfishing, or exploring new challenges, I bring the same discipline and resilience to my personal life that I offer to my clients.
At Simonson Wealth Management, we are dedicated to building lasting relationships based on trust, transparency, and results. I look forward to partnering with you on your financial journey.