At Guided Path Wealth Management, my mission is to empower individuals and families with financial guidance that helps them live their best lives. I believe in providing each client with a truly personalized, boutique experience, treating them as if they’re my only client. By combining intellectual capital with professional expertise, I strive to help clients anticipate and navigate life’s inevitable financial challenges, keeping them on course toward long-term financial security and success.
As the Principal of Guided Path Wealth Management, I take pride in my meticulous attention to detail and unwavering commitment to doing things right the first time. I am actively involved with the Financial Planning Association, where I have been recognized for chairing and developing the Orange County Chapter’s robust study group, fostering knowledge and collaboration amongst my peers. My dedication to clients and the financial planning community reflects my deep commitment to helping others achieve their goals—both financial and personal.
My wife, Jennifer, and I live in San Clemente and have recently become empty nesters! Our two children are currently attending college. Jessika is a Business/Finance major at Cal Poly San Luis Obispo, and Brett is a scholarship distance runner at Colorado State. As a family, we have always prioritized spending time together—whether in California or at our second home on the Sea of Cortez shoreline in Baja.
As an avid mountain biker and waterman, outdoor adventures are my passion. This reinforces the value of a work-life balance. Whether I’m navigating a new trail or exploring the ocean, I find inspiration and clarity in nature.
