About

I’m passionate about bringing clarity to clients’ financial worlds, supporting them during life’s pivotal moments, and helping them achieve personal milestones. Seeing how good financial advice can elevate someone’s quality of life is what motivated me to join the wealth management industry. Over nearly two decades, I’ve witnessed the lasting impact advisors can have, and I’m especially excited about the future of wealth management as young professionals bring a fresh perspective and a strong focus on financial planning to the field.

The most fulfilling part of my work is helping clients see what’s possible — providing a clear structure and alleviating financial stress along the way. I build relationships by delivering value from the very first meeting and approach complex challenges by understanding my clients’ goals, managing expectations, and instilling confidence that we’ll find effective solutions. One value that shapes my approach to financial planning is prioritizing simplicity over complexity. I focus on automation over manual processes and emphasize controlling what we can, rather than worrying about external factors.

Clients might be surprised to learn that I played soccer for UC Santa Barbara, competing in the College Cup and reaching the finals. Outside of work, I love watching my kids grow and spending time outdoors, particularly hiking and running.