Born in the Bay Area, I was forced to seek stability and dance with uncertainty from an early age in the foster care system. My ability to listen, comprehend, and tailor creative financial strategies to protect and grow the wealth of my clients have been a direct result of my life experiences.

After sharpening my skills at a major Wall Street firm in the Bay Area, I realized my personal values and skills were better aligned with fiduciary client partnerships. I’ve had my share of witnessing large institutions padding their own pockets over doing what's right for the client. From pushing terrible recommendations just to maximize commissions, to charging sky-high fees that clients don’t even fully understand, I’ve witnessed it all.

It became clear to me that if I wanted to truly uphold the highest standards, I’d have to build something myself.

So, in June 2022, I launched Olivia Wealth Management.

My goal was to create a firm that embodied some core, timeless principles I learned growing up—treat others how you want to be treated, be honest, do things the right way, keep your word, and work hard.

When I’m not researching or crunching numbers, you’ll usually find me running around with my wife, Letty, and our daughters—Olivia (5) and Emma (2). We love the outdoors, good food, and genuine connection. My intent is to inspire, equip, and teach our girls to have a heart to serve others.