Location Lake Forest, California, United States Regions Greater Los Angeles Area, West Coast, Western US Gender Male
Website benetracker.com LinkedIn View on LinkedIn X (Twitter) View on X
Co-Founder of Benetracker after spending 5 years in personal finance and estate planning. Avid soccer player, probably to an unhealthy level of obsession. Series 7 & 66 licensed, California Life, Accident, & Health agent, CDP Module I. Strengths in product strategy, management, financial analysis, and legacy planning.


