Growing up in a middle-income household with a blue-collar father and an immigrant mother, I experienced financial hardship early in life. My dad passed when I was 17 and I was thrust into the position of provider for my mother and two sisters. Not an easy upbringing, but it taught me the importance of hard work and financial responsibility that I bring to my clients today.
I ran my own cleaning company during college but looked forward to the time when I could have a substantial impact on others’ lives. I joined the financial and insurance industry in 1992 to help people with one of the most important aspects of their lives, money.
Our mission at Infinity Wealth Advisors is to provide clarity and predictability in retirement. We do this by leveraging technology to drive favorable solutions. We are dedicated to helping you take care of yourself and your family. Long-term relationships that encourage open and honest communication have been the cornerstone of our success. Clients tell me they feel our sincerity and have confidence that we can help with their financial matters.
I am proud of our accomplishments over the years. We have been awarded the prestigious Five Star Wealth Manager Award 7 times in the last decade and have been recognized in Forbes magazine, the Wall Street Journal, and Chicago Magazine. Additionally, I am a Principal Member of First Financial Resources, an organization of financial problem solvers that serve high net worth families and publicly and privately held businesses.
Outside the office, I am a family man first. Nothing is better than spending time with my wife of 30 years and our 3 amazing adult children. I am also involved in our community as a member of the Bridge Youth & Family Services, helping young people and families achieve social and emotional health. I love to golf, play guitar, and enjoy live music. Little known fact about me, I own a California based movie production company called Caliwood.