PRESIDENT, YOUR WEALTH EFFECT
WHY: Started fast-growing personal wealth management firm that provides products and services through the Wells Fargo Advisors Financial Network.
RECENT: Won 2019 Business Journal Award in category of Small Civic 50.
NOTABLE: $9.1M in revenue for 12 months through June 30, up 768% from two years ago; OC’s fastest-growing small private company.
QUOTABLE: “My wife and I have two beautiful children, one of whom has autism. When I am not helping clients or spending time with my family I can usually be found reading or running.”
2020 HOBBY: “Washing dishes. I never knew how many dirty were produced when both parents and both kids are eating three meals a day at home.”