About Two Palms

Two Palms Financial supports the unique challenges of today’s small business owner. Typical advisors provide tolerable service for many clients but usually fall short of meeting the needs of business owners. I address business owners’ personal and business needs with greater customization, deeper planning, closer attention to personal priorities, and more flexible fees.

Two Palms is a fee-only RIA which means my fee is our only form of compensation. I do not receive kickbacks, handouts etc. Why is that important? Because our sole motivation is to act in the best interests of my clients.

About Me

Born and raised in St. Louis, Missouri, I moved to Boston to obtain a BS in Psychology at Boston College (Go Eagles!). After nine years working in real estate and asset management, I left those cold New England winters behind and drove across the country to earn an MBA at UC Irvine (Zot! Zot!) with a focus in Finance.

When I am not serving clients with ongoing planning, I’m out surfing San Clemente’s world-class surf breaks, playing golf or traveling with my beautiful wife. I love dogs and although we don’t have one, I get my fix as a board director and volunteer dog walker for Pet Project Foundation, San Clemente’s local nonprofit animal shelter. Music is my oxygen and the greatest art form in the history of human civilization.

I am a proud holder of the CFP designation and CFA charter.