Marine Corps Reserve veteran and FINRA/SIPC-registered LPL Financial advisor, this Point Loma practice in Liberty Station builds data-driven investment portfolios from its Historic Decatur Road office. Portfolio management spans equities, fixed income, mutual funds, and managed-account platforms through LPL's broker-dealer and RIA infrastructure, a dual-channel model that complements the independent advisory work at Trajan Wealth. Retirement-distribution planning maps required minimum distributions, Social Security claiming strategies, and pension-election timing against projected longevity and healthcare-cost inflation. The practice coordinates refinance and purchase-lending scenarios with mortgage professionals such as Merchants Home Lending, aligning debt-service ratios with the client's broader asset-allocation targets. Comprehensive financial plans integrating tax-deferred rollover strategies, concentrated-stock diversification, and multi-account rebalancing across taxable and retirement vehicles represent the practice's deepest engagement.