All of our advisors have different approaches to and perspectives on advising clients. We have an open and collaborative environment, so every day I feel like I’m learning and improving.

I am by nature positive and even-keeled. In a business that can produce any number of different challenges, my temperament helps me process and respond to every situation.

Delivering clarity and peace of mind to folks whose finances have never had much of either.

There is so much to know: from investments, to tax laws, to personal finance. It's very challenging to stay on top of everything and be able to communicate these complex ideas in clear, easy-to-understand language.

When I'm not watching, talking about, listening to, or reading about sports, I love to play basketball, read, exercise, hangout with friends, and spend time with my wife and daughter.

Finding and marrying a great match.

-University of California, Los Angeles, B.A. 2005, Double Major: Economics and History, College Honors

-University of California, Hastings College of the Law, J.D. 2010

-California and New York bar exams

-CERTIFIED FINANCIAL PLANNER™ (CFP®)