Position:
President, Retirement Planning & Wealth Management at Market Capital Management, Inc., President at MCM Financial Services, Inc.
Work:
Market Capital Management, Inc.
- Carlsbad, CA since May 1987
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President, Retirement Planning & Wealth Management
MCM Financial Services, Inc.
- Carlsbad, CA since Feb 2011
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President
First Union Securities
1997 - 2002
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Financial Advisor
Prudential Securities
1992 - 1997
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Financial Advisor, Assistant Branch Manager
E.F. Hutton
1987 - 1992
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Financial Advisor
Education:
San Diego State University-California State University 1983 - 1986
Bachelor of Science, Economics
Ashford University 2010 - 2012
MBA, Specialization in Finance
State of California 2012 - 2016
Real Estate Broker License, Real Estate
State of California 2012 - 2016
Real Estate Officer License, Real Estate
Interests:
Lifetime member of the San Diego State University Alumni Association and a member of the Financial Services Institute. Most recently pledged support locally to the Carlsbad Boys and Girls Club as it's newest board member. Previous affilations in the Carlsbad Community include the Carlsbad Education Foundation, recipient of the CUSD Team Power Award in 2010 in recognition of his commitment, dedication and collaborative efforts to enhance and enrich education. Past member of the Carlsbad Youth Baseball Board of Directors. Passionate about family, sports...baseball and SDSU Aztec Basketball in particular and clean coastal living.