JP earned his MBA from California Lutheran University and previously earned his Bachelor of Science in Psychology, graduating summa cum laude. While at Cal Lutheran, he served as captain of the Men’s Golf Team, was recognized as a four-time All-American Scholar, and received the Jesse Clark Character Award for leadership, integrity, and character.
JP brings a disciplined and relationship-driven approach to his work and is passionate about helping clients feel confident and supported as they navigate important financial decisions. He values the trust clients place in him and the team, and works to build it through attentive service, clear communication, and genuine care.
Outside of work, JP enjoys golf, history, and spending time with family and friends.