I help people design financial lives that feel grounded, intentional and aligned with what matters most. With over a decade of experience in the financial services industry, I focus on working with retirees, high-net-worth individuals and first-generation wealth builders who want more than investment advice – they want clarity, connection and a thoughtful strategy they can trust through every life season.



My approach blends strategy with soul. I believe your financial life isn’t separate from your values, your relationships, or your vision for your future – it’s a tool to support them. That’s why I take the time to listen deeply, build real relationships and create personalized strategies that support both the numbers and the life behind them.



I hold several advanced designations, including the Certified Private Wealth Advisor ® or CPWA®, Chartered Financial Consultant® or ChFC® and Chartered Retirement Planning Counselor® or CPRC®. These help me to support clients through more complex areas like retirement income strategy, tax-aware investing, wealth transfer and legacy design.



I intentionally work with a select number of clients so I can provide the kind of care, attention and proactive support each relationship deserves. I often collaborate directly with clients’ CPAs and estate attorneys to help ensure all pieces of the puzzle are working together- so nothing gets lost in translation.



Outside of work, I love exploring new places, playing pickleball, going on walks with my wife and our tiny (but mighty) dog, Lola, and diving into self-development courses. I’m proud to serve as a leader within my firm and volunteer at Tony Robbins events, deepening my commitment to growth and community.

As a member of the LGBTQ-Plus community, I bring authenticity and a passion for inclusion to every relationship.

At the end of the day, money is just a tool. What really matters is how it supports the life you want to live.



If you’re looking for a thoughtful, personalized approach to managing your wealth – and a guide who truly listens – I’d love to connect. You can reach me at 805-461-3453.