I am an alumnus of the University of San Diego (USD) with both a BA in Business Administration and an MBA with an emphasis in New Venture Capital and Marketing. While in school I worked as a research associate for the Co-Trustee of a Catholic foundation.
After grad school, I worked in marketing and as a writer before working in the manufacturing industry. Working on the business side of manufacturing, the core of my positions centered around client interaction, enhancing the customer experience, and detailed data analysis. I uniquely found great success in the application of six sigma lean principles to the administrative landscape with instruction through the Lean Enterprise Program at San Diego State University (SDSU). I have been excited to bring these practices to PWS!
It has always been paramount that I believe in what I am doing and who I am working with. My work at PWS is the greatest embodiment of this sentiment. I found great joy in the smooth transition over to Life Planning through the instruction of the Kinder Institute. I feel like I have the fun job. I get to explore what is most important to our clients. I’m taken on a new journey every week.
The only job better than Life Planning is my other job as a proud father and husband. I love to travel, writing (whenever there is time), films, golf (traditional & disc), performing stand-up comedy, cooking on the smoker, and games of all varieties.