Home: Costa Mesa, CA. Birthplace: California. Profession: CLU, ChFC Financial Planner. Organization: Grace Wealth Management. Title: Non-Executive Director. Significant other: My wife, Sharyn Peters. Alma mater: Biola University.
Current project: Finished off upgrading the interior of our home, now working on redoing our backyard. Recent recognition: Club 16 Centaurus Financial – Top 16 Advisors. Recent travel or adventure: Kauai. Recently viewed and recommended: Lord of the Rings, with my kids.
Moral compass: The Golden Rule. Doing unto others are you would want them to do to you. How do you define an ideal business relationship? Win-win. Where both the client and the advisor end up in a better financial position. What is your greatest joy? Finishing a half or full marathon race. What natural talent have you neglected? Playing the piano. What occupation, other than your own, do you most admire? Firefighters. How do you relieve stress? Go for a run and lift weights. What ingredient is essential to your perfect vacation? A jacuzzi, a pool and a great book.
What was your first paying job? Family business. What was your favorite college course? US History. What was your favorite childhood toy or game? Nintendo. What’s the best advice you received growing up? Never, never, never give up.
What change would you like to see in the world?
A world where income taxes are gone for US citizens.
What message do you want to send out into the world? Keep it simple, keep your priorities in focus every day, do not compromise your beliefs. What mega-trend most concerns you? Artificial Intelligence. I have seen all the Terminator movies.
What title would you choose for the movie about your life? From Rags to Riches. What actor would you choose to play you in the movie about your life? Tom Selleck. Who would you like to spend an evening with, in heaven? St. Peter. After your loved ones, what object would you first save from your burning home? My Bible.
Personal motto: Follow the Golden Rule. Favorite quote: “Never, never, never give up” (Winston Churchill).
