I believe wealth management is about more than numbers. I’m passionate about building meaningful, lasting relationships and helping clients navigate financial complexity with a thoughtful, personal approach. My focus is understanding what matters most to you—your goals, values, and priorities—so I can develop strategies aligned with your vision for the future.
With over 25 years of experience across the financial sector, I bring a broad perspective to each client relationship. My background includes eight years at a Registered Investment Advisory firm, 15 years working with clients at a major private bank, and earlier experience in corporate and commercial banking. This experience shapes how I approach planning, portfolio strategy, and ongoing client conversations.
As an independent advisor, I value the flexibility to tailor my approach to each client and to access a range of resources and solutions that support their evolving needs.
Outside of work, I’m married with two sons, Peyton and Isaac, who keep life active and fun. I grew up in Southern California and maintain close family ties there. I earned a B.S. in Business Administration with a concentration in Finance from the University of Southern California and have held the CFP® designation since 2011. Naturally curious and always seeking to grow my knowledge both professionally and personally. I enjoy staying physically active and making the most of Northern California’s great outdoors. I also love watching and playing sports, both as a way to relax and to fuel my competitive spirit!