My first exposure to the law was during high school when I worked for my uncle’s law firm.
I would go in everyday after school to file documents, run errands, and transcribe memos. It was a great job and it exposed me to a lot of neat experiences, but I didn’t realize at that time how influential it would be in my eventual choice to go to law school. In my undergraduate and graduate work in college, I found that I had a knack for personal finance, so I pursued everything I could on personal financial planning, eventually earning an MBA in financial planning and becoming a Certified Financial Planner®.
Throughout school and after graduation, I have worked in banking, personal investment coaching, and higher education funding. Today, I run and operate an independent financial planning and wealth management practice.
After the first few years of building my financial practice and helping people plan for their futures, I started to notice that my client’s questions and problems were getting more complex. I realized at that point I needed to go to law school and immerse myself in the world of estate planning. While in law school, I found a great mentor who would include me in his estate planning cases and let me help draft client documents. Through my financial planning and estate planning experience, I have finally been able to get a clear picture of what clients really need and how to best help them.
For a long time, I have watched as clients work with financial advisors, but never address their estate planning issues. Recently, I have seen clients build great estate plans all while neglecting their financial planning needs. Now, I help clients see the importance of both financial and estate planning and how everything works together. Being part of Dana and Associates allows me to help clients get quality estate planning as well as assist them in the coordination of their financial and estate plans. I am excited to work with a firm that is so client-focused and forward thinking.
"Being part of Dana and Associates allows me to help clients get quality estate planning as well as assist them in the coordination of their financial and estate plans."
My wife Brittany and I were married in Los Angeles in 2003. We have two beautiful daughters: Sienna, who is 4 and Ellie, who is 2. The two girls are so full of energy and life—it can be hard to keep up sometimes! They love coloring, playing outside Play-Doh, and anything to do with Disney princesses. I love to travel, and I especially love to get outdoors and go hiking, camping, boating, or fishing.
Arizona State University Sandra Day O’Connor College of Law – Tempe, AZ
– J.D. 2015
California Lutheran University – Thousand Oaks, CA
– M.B.A. Master of Business Administration 2009
Brigham Young University – Provo, UT
– B.S. Marriage, Family, and Human Development 2006