BIGGR Team

CA Insurance Lic. #0E67295

Mike is not your average financial adviser. With a deep understanding of the complex financial and emotional challenges that people face throughout their lives, he provides his clients with the highest level of professional financial advice. From the moment he graduated from San Jose State University in 2005, Mike has worked tirelessly to gain the respect and confidence of his peers, colleagues, clients, and their advisers.

His commitment to excellence has been recognized time and time again. In 2009, Mike was elected by his peers to serve on an Advisory Council to New York Life, one of the leading mutual insurance companies in the United States. In 2021, he was honored to be listed as one of America’s Top Financial Security Professionals from Forbes/Shook, and in 2022 as Top Best in State Financial Security Professional.

But what truly sets Mike apart is his dedication to understanding his clients on a deeper level. He has spent thousands of hours getting to know them in meaningful ways and has discovered that many clients have done good planning, but it's not always aligned with the goals and objectives intrinsically motivating them. This inspired him to develop the BIGGR Framework, which helps design financial solutions for clients that enable them to be emotionally available for life’s most important moments – personal and professional.

Outside of his role as a financial adviser, Mike has also made a significant impact. He previously hosted a podcast where he learned from some of the world’s brightest leaders about how they used life’s challenges to have a game changing impact on the lives of others. In 2019, he self-published a motivational parable on finding the greater purpose and meaning in life.

What Doing Life BIGGR^TM Means to Mike

For Mike, embodying the principle of Doing Life BIGGR is about weaving together the threads of adventure, family, community, and self-improvement to create a rich and fulfilling tapestry of life.

With the liberty to explore, Mike and his beloved wife Lisa, continually embark on journeys around the world. These travels are not just geographical explorations, but shared experiences with their four children that cultivate love, understanding, and a global perspective.

However, Mike's vision of Doing Life BIGGR extends beyond personal experiences. Deeply rooted in his values, he invests time and effort in giving back to his church and community. He realizes that the success of one is intertwined with the prosperity of all, and actively contributes to the upliftment of those around him.

Pursuit of personal growth is another cornerstone of Mike's approach to life. He continually seeks opportunities that challenge him and foster growth, propelling him towards becoming the best version of himself. For Mike, personal development isn't a destination but a never-ending journey, fueled by a desire to learn, adapt, and evolve.

Mike's embodiment of Doing Life BIGGR is a testament to his character and a beacon of inspiration for his clients and everyone in his circle. His journey is not just about living life to its fullest, but about ensuring that this fullness is expansive, enriching, and life giving to those around him.

Nicholas is a leading professional in the world of finance, with a diverse background that includes a Bachelor of Arts degree in Economics/Accounting from Claremont McKenna College and experience as an Auditor and Senior Auditor for PricewaterhouseCoopers LLP in New York, where he worked with some of the largest and most complex financial institutions in the world. As a Certified Public Accountant (currently inactive) in the State of California and a Certified Long Term Care consultant, he is committed to staying at the forefront of industry trends and regularly participates in continuing education opportunities.

Since becoming a Financial Advisor in 2002, Nicholas has dedicated his career to helping successful individuals, families, and business owners make smart, strategic financial decisions. He has a special passion for working with clients to create long-term visions that align with their passions, priorities, and purpose. His expertise in areas such as estate and legacy planning, business exit planning, and charitable giving has earned him numerous accolades, including being named to the "Top 40 Financial Advisors under 40" in Registered Representative Magazine's January 2013 issue and being honored to be listed by Forbes/Shook as one of America’s Top Financial Security Professionals in 2022 as Top Best in State Financial Security Professional.

In addition to his impressive work in finance, Nicholas is an active member of his community and an avid traveler and cyclist. He and his family are proud members of St. Philip’s The Apostle in Pasadena, California, and he regularly volunteers with local charities to give back to those in need. Whether he is speaking at professional events or working with clients to create a brighter financial future, Nicholas is truly committed to making a positive impact in the lives of others.

What Doing Life BIGGR^TM Means to Nick

Doing Life BIGGR to Nick means wholeheartedly embracing each season of life with gratitude. He cherishes the people and experiences that mold his journey, while eagerly anticipating the excitement and growth that the future holds. It's about being a fully present, loving, and attentive husband to his wife, Anna, a devoted father to his three children, and a dependable presence in the lives of his extended family, friends, and colleagues.

Nick is always ready for the next adventure, be it a culinary experience, a biking trail, a hike in the wilderness, or a travel expedition. His energy and spirit of exploration is contagious, bringing joy and vitality to all who are part of his journey.

For Nick, doing life BIGGR is also about being a faithful man. His wit and effervescent energy, combined with his unwavering faith, fuel his mission to make a positive impact on his clients and everyone he crosses paths with. Nick embodies 'Living Life BIGGR' in his everyday life and through his work, demonstrating that a life well-lived is one that is engaged, enthusiastic, and always aiming to uplift others.

Henry contributes a wealth of knowledge, unique experiences, and an energetic spirit to the financial and wealth advisory world. A native of Vallejo, California, his upbringing encouraged innovative thinking, allowing him to devise creative solutions for complex issues. His mission, firmly rooted in the heart of his endeavors, is to help people navigate the labyrinth of their financial lives, establishing harmony from chaos. With over a decade of experience, Henry has consistently proven his ability to successfully fulfill this mission.

As a Financial Advisor at BIGGR Wealth Strategies & Insurance Solutions, LLC, Henry's distinctive talents shine. His academic journey led him to Indiana University, where he started as a wide receiver for the Hoosier football team. Post-graduation, he played professionally for the San Jose Sabercats, where he continued developing a relentless commitment to excellence that became an integral part of his professional ethos.

Following the tragic death of George Floyd in 2021, Henry was selected as one of twelve African American Advisors nationwide to serve on the New York Life Social Justice Task Force. This group was formed with a purpose to guide New York Life's resources towards essential programs aimed at fostering equality and justice for marginalized communities and communities of color, striving to build a balanced society for future generations.

Henry's professional dedication has continued to be noticed. In 2022, his peers elected him to New York Life’s Agent Advisory Council. This opportunity allowed him to collaborate with New York Life's executive leaders, offering ground-level insights to enhance products, services, and programs, while also serving as a platform for discussing new initiatives.

When not engrossed in serving his clients, Henry cherishes time with his wife, Sarah, and their six-year-old son, Henry IV. From exploring novel surf spots to savoring exotic cuisine, he appreciates the importance of embracing the unfamiliar, viewing it as a gateway to life's undisclosed riches.

What Doing Life BIGGR^TM Means to Henry

To Henry, doing life BIGGR means that he is able to get the most out of every moment that life has to offer. Henry's top three interests in life are his family, the ability to travel, and enjoying nature. Doing these things BIGGR means that he is showing up as the best father and husband that he could possibly be. BIGGR travel means more exotic destinations with luxurious accommodations and amazing food experiences. And, whether he is surfing a wave in Fiji or snowboarding a mountain in Utah, he loves that fact that he is doing these things BIGGR.

Lisa is the backbone of our team. With her vast experience in business administration and hospitality, Lisa directs and manages all of our business operations with great skill and finesse. She is the driving force behind our legacy and financial planning services, supporting every aspect of the process.

Lisa's sensitivity to each client's unique planning requirements is unmatched. She goes above and beyond to help our clients gather and organize their financial documents, and sets up and maintains their electronic accounts. Lisa's passion for accuracy and attention to detail ensure that our clients' planning is always on track.

In addition to her outstanding organizational skills, Lisa is a master of cash flow management. She assists our clients in developing an accurate understanding of this vital element of the retirement and estate planning process. Her expertise and knowledge help our clients navigate the complexities of cash flow management with ease and confidence.

Lisa's commitment to our clients' success is unwavering. She brings her exceptional problem-solving skills and diplomatic approach to troubleshooting even the most advanced service issues. Lisa's unwavering dedication to her work makes the planning process easy and enjoyable for our clients.

Lisa graduated from the University of San Francisco with a degree in business administration, and her experience in the hotel industry prior to joining our team has given her an exceptional ability to manage complex operations with grace and ease.

Jess provides a warm reception for all our clients’ requests, swiftly identifying their needs, and then skillfully addressing these herself or delegating them to colleagues. Her aim is always to ensure our clients receive the best support and timely responses we can offer.

At the heart of Jess's approach is a genuine interest in understanding the unique needs of each client. She takes great pleasure in learning how our personalized solutions can optimize our clients' financial plans, subsequently influencing their future success both financially and personally.

Her aptitude for deep understanding and commitment to individual service makes her an invaluable asset to our clients and our team.

Jess embodies our 'Living Life BIGGR' ethos through her exploration and appreciation of the world. Despite its many complexities, Jess approaches life and her work with an open heart and a sense of adventure, always accompanied by those she loves. She perceives life's challenges and blessings through a lens of gratitude, striving to learn and grow from every encounter and experience.

Being a conduit of kindness and generosity is intrinsic to Jess's character. Her interactions are always marked by a warm spirit and genuine care for others. Her journey is not just about moving forward but also about crossing paths with others, enriching their lives, and her own, with authenticity and positivity.

Jess brings an air of curious exploration and profound understanding to our team, both in her interactions with clients and colleagues alike. We are truly lucky to have Jess, a constant embodiment of 'Living Life BIGGR', in our team.

Meet Tami, our enthusiastic and devoted Client Care Coordinator, who believes in the power of exceptional customer service. With the majority of her interactions happening over the phone, she seamlessly bridges the gap between digital communication and personal connection. For Tami, every phone call is an opportunity to personalize our services to the needs of our clients, embodying professionalism while maintaining warmth and friendliness.

Tami thrives in providing consistent and comprehensive care through the entirety of our clients' service requests. She values the journey from initiation to completion, ensuring every step is transparent and satisfactory for our clients. The cherry on top of Tami's job is meeting our clients face to face in our office - a privilege she treasures, as it cements the relationships she's built over distant communication.

What Doing Life BIGGR Means to Tami

Beyond her duties, Tami is a true exemplar of our company's ethos, 'Living Life BIGGR'. For her, this means living each day purposefully, unafraid of life's challenges but rather facing them with a sense of freedom and resolve. With a deep faith in God and a devotion to her family, she approaches her work with a service-oriented heart, radiating kindness and understanding to all she interacts with. Tami believes in embracing challenges, using them as a catalyst for growth and personal evolution. Her approach to life and work revolves around a deliberate, minute-to-minute choice of maintaining a positive attitude and stepping outside of her comfort zone.

With an unwavering belief that God's plans for her are larger than she can comprehend, Tami truly embodies 'Living Life BIGGR' by tapping into divine love and strength, and trusting the process. This profound trust extends to her service, reassuring our clients that they are in capable and compassionate hands. We are truly fortunate to have Tami, a beacon of hope, resilience, and unwavering service, in our team.