Founding Partner, Signature Estate & Investment Advisors
WHY: Investment planning, wealth management with emphasis on affluent individuals, athletes, corporations.
RECENT: UCLA grad in political science and CFP has grown firm to $6.2B in assets as of last December.
QUOTABLE: “Many well respected economic pundits cautioned that the election of President Trump would signal the end of the bull market … Making a decision to dramatically shift your portfolio based on just one such factor [politics] is a fool’s errand.”
FUN FACTS: Favorite film, “Hoosiers”; wife, Kathy; sons Jared, Tyler, and Casey; daughter, Courtney.
