About Me

In 2014, I left the wirehouse world and launched Define Financial, a fee-only financial planning firm headquartered in San Diego, CA.

I started my firm for three main reasons:

To create a business model that adhered to the Fiduciary standard.
To specialize in helping people over age 50 lower their taxes in retirement.
To creatively grow my practice and build a platform to help more people.

Since launching Define Financial, I’ve been recognized as “The #2 Independent Advisor in the U.S.” by Investopedia and a “Top RIA in America” by Financial Advisor Magazine.

I’m also:

Co-Founder of The AGC™ Community for Advisors
Host of the Experiments in Advisor Marketing Podcast (Apple Top 50)
Host of the Stay Wealthy Retirement Podcast (Forbes Top 10)
Co-Host of Kitces Summit’s w/ Michael Kitces
Founder of the Retirement Podcast Network
Regular Contributor to Kiplinger

When I’m not perfecting financial plans, you can find me traveling with my wife and kids, searching for the next best carne asada burrito, or trying to master Adam Scott’s golf swing.

FAVORITE BOOK

Endurance: Shackleton’s Incredible Voyage by Alfred Lansing.

Whenever I think about complaining or giving up, I remind myself of this true (and unbelievable) story. It’s not just that they endured — but they found a way to do it while having fun and making the best of their situation. They found a way to “enjoy the process”, which is something I am working hard at this year.