Gavin started in the investment industry in 2015, working alongside a senior advisor with 30+ years of experience, while completing a Bachelor’s Degree in Finance from University of Utah. Always having a passion for finance and investing, he then went on to get a Master’s in Finance with an emphasis in Financial Markets from University of Southampton near London, England.  To further his commitment to the financial planning process, Gavin attained a certificate in Financial Planning from Pepperdine University and earned the CFP designation.

Gavin specializes in helping individuals, families, and business owners manage wealth, as well as plan for and actively navigate retirement.  He focuses on helping clients invest through different economic cycles and utilize income strategies. Gavin is also a big believer in holistic financial planning and implements tools such as eMoney and Holistiplan in order to assist with cash flow, tax planning, and other lesser-known retirement techniques that could be overlooked.

Gavin resides in Carlsbad, California with his wife and two children. He spends his free time surfing, golfing, being with family, and keeping up to date with the latest investment and business trends.