Helping clients achieve their goals – over the short-term and long-term – is incredibly rewarding. I really enjoy seeing how our work delivers peace of mind to clients as they think about their future.

Music is a huge part of my life. I play drums, bass, guitar and I enjoy going to concerts. Also, I am an avid walker. I try to walk about five miles a day, rain or shine.

I traveled solo around the world a few years ago. It took me about five months to plan the trip. I visited 14 countries in total over four months. It was a once in a lifetime opportunity.

“The intelligent investor is a realist who sells to optimists and buys from pessimists.” – Benjamin Graham

“The Snowball: Warren Buffett and the Business of Life” by Alice Schroeder

“Security Analysis” by Benjamin Graham

-Seattle University Albers School of Business and Economics, MBA with a Certificate in Finance

-University of California, Berkeley, B.A. in History (Cum Laude)