My wife, Renee, our son, Tristan, and I moved to Big Bear in 2006, where we quickly fell in love with the charm of a small town and its welcoming, caring community. Those years helped shape my appreciation for the importance of relationships, trust, and a true sense of home.

I spent eight years with Citibank, helping people navigate their financial needs, build meaningful relationships, and make confident financial decisions. In 2010, my wife and...