AJ has been with Portfolio Advisors, Inc. since April 2014, first as a part-time intern while he finished his degree, then as a full-time Support Advisor, and now as a Lead Advisor with the team.  AJ was a member of the Fresno State branch of the Financial Management Association (now the Association of Finance Scholars) as well as Fresno State’s award-winning Student-Managed Investment Fund program.  AJ enjoys assisting the families he serves in navigating the complexities of the financial world.

AJ enjoys traveling with his fiancée, Jillian, and training and playing with his dog, Remy.  He values service to the community and currently serves on the board of directors for Exceptional Parents Unlimited, a local nonprofit in Fresno that seeks to strengthen and empower children and families facing extraordinary medical, developmental, and parenting challenges.

Education:

• California State University, Fresno, B.S. in Business Administration, Finance
• Certified Financial Planner™ professional
• Series 65 license

Fun Facts:

• AJ lived in Germany, then Arkansas, prior to moving to Fresno, California
• AJ enjoys performing; he loves to sing, and plays trumpet, guitar, and piano.
• He can solve a Rubik’s cube in under a minute (on a good day).
• AJ enjoys tabletop games and loves playing chess.