ABOUT ME

 

As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 1993. I help clients succeed by understanding them deeply and providing them with new perspectives and insights on their wealth. We accomplish this by creating personalized financial plans and customized solutions so they can feel confident that they are on track to reach both their short- and long-term goals.

I live in Santa Monica, and serve clients in the Greater Los Angeles area and nationwide. I enjoy serving on a non-profit board of Partners for Potential, an organization that serves adults with mental disabilities. I also chair their annual golf event. In my free time, I enjoy biking, golfing, weight training and spending time with my family and our dog, Cooper.

My areas of focus: Attorneys and accountants, Business owners, Executives
MY OFFICE

 

1800 Avenue Of The Stars Ste 100
Century City, CA 90067

advisor address map to1800 Avenue Of The Stars Ste 100
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About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.