Our Team

After 20+ years working for large investment firms, including Bank of America, Scudder Investments, Deutsche Bank, and Neuberger Berman, I desired to set up a smaller boutique firm offering fee-based fiduciary investment and financial planning services to individuals.  In March 2008 that dream was realized. My partner Dave Hutchison joined in 2013, and our operations manager Marisa Pickar came aboard in 2015.

I obtained my Bachelor of Science degree in Finance and an MBA from California State University, Long Beach. I’m also a CFA charterholder, a member of CFA Institute, and CFA Society in Orange County.

I’ve been married to my beautiful wife Tonina for 37 years. We have two fantastic children: our son Mathew (wife Jessica, granddaughter Remi), and our daughter Alyssa (husband Cameron).  I enjoy a variety of activities, including traveling, amateur car racing, mountain biking, golf, racquetball, skiing, and lots of reading.

I joined Triad in 2013 after working with several larger investment management firms.  In between these roles, I founded a small investment firm which enabled me to bring big firm experience to bear for my clients.  Triad provides me with this same opportunity to serve our clients but with added scale and capabilities.

I have a B.A. from Macalester College and an MBA from USC’s Marshall School of Business.  While at USC, I was one of a select group of students assigned to manage a portion of the University’s endowment.  I am a CFA charterholder and a member of both CFA Institute and CFA Society Orange County.  I’m also a member of CalOptima Health’s Investment Advisory Committee. 

My wife Brooke and I have two sons, Charlie and Tommy.  Charlie is attending the University of Denver, and Tommy starts at Wake Forest this fall.  I enjoy swimming, biking and reading.

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I joined Triad in 2015. Before that I held various positions at Wells Fargo Advisors, Morgan Stanley and Smith Barney assisting clients and financial advisors. Prior to that I worked in public relations. I have a Bachelor’s degree in Speech Communications from California State University Northridge.

In my free time I enjoy swimming, walking, ceramic slipcasting, going to the gym and especially reading, belonging to 2 book clubs, one dedicated entirely to the works of William Shakespeare. I also enjoy cheering on the Los Angeles Lakers.