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 that my personal and professional standards were better aligned with an independent, comprehensive, and holistic firm to better serve my clients’ best interests. As your trusted advisor, listening to you and your family’s dreams and values gives me the depth of understanding to guide our investment decisions. Because we’re better together.

I currently reside in California with my wife, Letty, and our daughter, Olivia, plus one on the way. Collectively, we thrive to live intentionally. My intent is to inspire, equip, and teach our kids to have a heart to serve others. In our leisure time you can find us on the hunt for the best sushi spot, visiting our favorite hiking trails, or soaking up the sun at the beach.