Born in the Bay Area, I learned early in life what it means to seek stability while navigating uncertainty. My years in the foster care system shaped the way I listen, the way I build trust, and the way I think about protecting what matters most.

Before launching Olivia Wealth Management, I sharpened my skills at a major Wall Street firm in the Bay Area. Over time, I realized my values were better aligned with true fiduciary partnerships — where advice is personal, transparent, and centered on the client’s best interest.

I had seen enough of the industry to know that families deserved something different. Not one-size-fits-all recommendations. Not confusing fees. Not advice that serves an institution before it serves the family sitting across the table.

So in June 2022, we founded Olivia Wealth Management with a simple goal: to build a firm rooted in timeless principles — treat people well, tell the truth, keep your word, work hard, and do things the right way.

Today, we help families make thoughtful decisions around their wealth, not just for the numbers on a page, but for the life they are trying to build. To me, good financial advice should create clarity, protect what matters, and give families more room to live with intention.

When I’m not researching, building portfolios, or crunching numbers, you’ll usually find me with my wife, Letty, and our three daughters, Olivia, Emma, and Leah. Our days are full, loud, and often held together by grace, snacks, and a good sense of humor.

As a husband and father, my hope is to lead our family with faith, serve others well, and teach our girls that success is not just about what you build, but who you become along the way.