Experience

Distractive Media, Inc

• Advertising Services
• 1 - 100 Employee

• Director Business Development Distractive Media

  • 2015 - Present



Blue Dolphin Investment & Retirement Strategists

• San Juan Capistrano (Second office coming to North County San Diego)

• President & Chief Strategist

  • 2010 - Present

  Blue Dolphin focuses on helping clients have fun as they confidently pursue their "Best Possible Retirement." The author of the book ENDORPHINOMICS - The Science of Human Flourishing is helping us to practically apply his principles to help clients gain a clear vision of what they consider to be ideal, which we then use as a guide in optimizing their quality of life based on the realities of their resources and assets. I coordinate this a highly unique planning process which brings these elements together called Scenario Planning that visually brings their retirement to life with simple, easy to understand but very meaningful visual presentation that includes stress testing of various scenarios. This becomes the base from which we develop an appropriate blend of time horizon portfolios which I began doing 30 years ago. It is truly a fun, creative, inspiring and highly effect way to build an unforgettable retirement. Show less



Premium Financial Communications, Inc.

• North County San Diego

• President & Chief Conceptual Officer

  • 1995 - 2001

  Premium was a consulting firm focused on the then emerging field of fee based asset management, which is commonplace today. I worked some of the most prominent Turnkey Asset Managment Programs (TAMPs) in the country. That includes Centurion, General Electric Private Asset Management, Genworth Private Asset Management, United Capital, RWB and Assante North America. These companies and their succesors manage assets in the tens of billions of dollars. In addition, I have consulted with dozens of top shelf financial advisors across the country including a Broker of the Year winner who has been featured in Forbes and Barrons, Carol L. Rogers. My approach was to fundamentally integrate various aspects of communications, administration and portfolio management in a fashion that promotes a holistic long term experience for clients. Show less



Rincon Pacific Management

• Carlsbad, California

• Founder, Co-Portfolio Manager

  • 1989 - 1996

  Rincon Pacific Management was a pioneering firm in the earliest days of fee based asset management. Rincon was an outgrowth of a private portfolio management service that my partner and I began providing to clients at a brokerage firm in 1985. I was involved in portfolio research, design and management as well as the development of highly unique client centered communication materials. While at Rincon, we developed one of the first Sector Rotation investment strategies as well as one of the earliest Dynamic Asset Allocation investment models. Show less