At Suttle Wealth Strategies, my mission is simple — to help individuals, families, and business owners feel confident and clear about their financial future. I believe that every financial plan should reflect what truly matters most to you, and I’m passionate about creating strategies that align with your goals, values, and lifestyle.
I’ve spent more than eight years in the financial industry, and as a Certified Exit Planning Advisor (CEPA), I bring both experience and perspective to the families and business owners I work with. I majored in Finance at the University of La Verne, where my passion for helping people make smart financial decisions first began.
I'm a registered representative with LPL Financial, a Fortune 500 company with more than 6 years of experience. That affiliation allows us to combine the personal touch of an independent firm with the resources, technology, and research of one of the most respected names in the industry.
I’m proud to lead a team that values integrity, excellence, and genuine relationships. For us, it’s not just about numbers — it’s about helping families and individuals build a life they’re excited about.
Outside of work, I live in Rancho Santa Margarita with my wife, Tanya, and our three boys — Grady, Wyatt, and Luke. We’re active members at Crossline Community Church and love spending time outdoors – whether golfing, fly fishing, or finding some type of new adventure – or indoors at the many different hockey rinks we visit on a weekly basis.
I’m truly excited about this next chapter for Suttle Wealth Strategies and would love the opportunity to connect and see how we can help you pursue your financial goals.