Fallbrook Financial Services Company

As Senior Managing Director of Tax Credit Investments, I specialize in monetizing and financing state and federal tax credits. Since 2012, I have personally closed over 4,500 tax credit transactions of ~$2B while saving my clients more than $150M.

The United States government, and numerous states have created subsidy programs as an incentive for individuals and companies to invest in areas in which they otherwise would not invest. These tax credits help investors lower effective tax rates, increase cash flow, as well as after-tax earnings, and improve their corporate image since the programs provide socioeconomic benefits to the citizens of the state offering the incentive. 

Specialties include:
Historic Tax Credits, Brownfield and Redevelopment Tax Credits, Conservation Easement Tax Credits, Low Income Housing Tax Credits, Hospital Tax Credits, Film Production Tax Credits, Research & Development Tax Credits, Real Estate Tax Credits, Angel Tax Credits, NOL Tax Credits, Renewable Energy (Wind and Solar) Tax Credits, and Tax Credit Financing and Bridge Lending.

Senior Managing Director of Tax Credit Investments

Consultant providing solutions for businesses in the area of human resource management. Responsible for product growth in geographically defined territory specializing in small and midsize businesses. Provide strategic counsel and integrated Professional Employer Organization (PEO) services enabling clients to positively impact bottom line by helping them reduce risk, stabilize cost and reducing administrative burden so that companies can focus on there core business. 

Automatic Data Processing, Inc. (NYSE: ADP), with over $10 billion in revenues and more than 570,000 clients, is one of the world's largest providers of business outsourcing solutions. Leveraging 60+ years of experience, ADP offers the widest range of HR, payroll, tax and benefits administration solutions from a single source. ADP's cost-effective, easy-to-use solutions for employers provide superior value to companies of all types and sizes. 

ADP TotalSource combines ADP's stability, expertise, and powerful legacy of sustained growth with the innovative co-employment model. Business owners looking for relief from the enormous burdens of being an employer look to ADP TotalSource as a complete solution backed by the financial strength and extensive resources of one of America's most trusted companies. Total Source is a Human Capital Management Solution that allows small to mid-market companies the opportunity to tap into ADP’s size and leverage their procurement model. ADP Total Source encourages a proactive workforce management philosophy, which drives employee productivity and organizational profits. While giving business owners the comfort of a long term cost containment model as it relates to labor cost expenses, ADP Total Source provides choice and flexibility to help companies remain competitive in the marketplace, as well as a different perspective to their financial exposure.

TotalSource (PEO) District Sales Manager

The Guardian Life Insurance Company of America dba Pacific Advisors

Insurance brokerage sales manager working with indepedent agents throughout Southern California specializing in Individual Disability Income (IDI) insurance, Long Term Care (LTC) insurance, and Mutli-Life (GSI) disability income insurance.

Disability income insurance can replace your earned income when illness or injury impairs your ability to earn an income. 

Long Term Care insurance protects your wealth from depletion due to cost of care resulting from physical or mental incapacity. 

Life insurance provides peace of mind for you and your dependents during your lifetime and income to your dependents after your death.

External Wholesaler

Assisted clients in achieving true financial security by creating strategies that maximize wealth while protecting against wealth eroding factors such as taxes, inflation, and other financial costs. Planning structure utilizes a macroeconomic approach to planning and coordinates financial decisions though the use of a comprehensive economic model. 

Specialties include:
Wealth maximization strategies through retirement and tax planning, as well as insurance protection.

The Guardian Life Insurance Company of America is one of the largest mutual life insurance companies in the world. It has approximately 8,000 employees in the United States and a network of over 3,000 financial representatives in more than 70 agencies nationwide.

Financial Advisor at Pacific Advisors - Park Avenue Securities

New York Board of Trade

Independent options trader on a Commodity Exchange focused on flat price, forward curve, intra and inter-market spreads. Developed personal trading strategies, applying fundamental and technical analysis for long and short term trading. Specializing in the trading of futures and options in Coffee, Cotton and Sugar.

Independent Commodity Options Market Maker / Independent Trader

Natsource LLC

Advised clients to maximize and hedge their positions and profits through trade recommendations and execution. Filtered information from the floor to customers to help assist over-the-counter Natural Gas traders in executing orders.

Senior Institutional Energy Broker - Natural Gas Options, Basis and Physical Swaps

Nelson Communications

Responsible for coordination of all aspects of traffic and production, ensuring delivery of 
client projects on time and on budget.  Maintained daily status reports, opening jobs, project estimating, budget tracking and job trafficking.  Served as a liaison between account groups, creative teams, and production studio and was an integral member of account teams for Siemens Hearing Instruments, Hoechst Marion Roussel and Centocor, Inc.

Account Manager

Skilled professional with over 25 years of financial industry experience. Maintains a record of successfully developing customized financial strategies to meet client needs. Able to manage multiple projects and relationships with diligent attention, and continual analysis of economic trends. Successful in analyzing business and investment opportunities, quickly understanding individuals, corporations and their risk tolerance. Strong performance in new business development, growth, and diversification.

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