He lost his own mother at a young age. He and his wife, an elementary school teacher, have young children themselves. They are very involved with youth soccer (AYSO), baseball (Hart League), and chess (California Youth Chess League). From personal experience, he has a firsthand perspective of what families need.
For clients, he takes the time to evaluate each person’s unique situation and financial holdings, understanding that people often have concerns and difficulties that are not always apparent to the casual observer.