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 2007. I help clients succeed by analyzing their estate, investment, debt and tax data to create an integrated balance sheet strategy.
I live in Pasadena, and serve clients in Los Angeles, Inland Empire and Orange County. I enjoy spending time with my wife, Rachel, and our dogs, Lola and Ming. Outside of work, you can find me sportfishing or playing a round of golf.
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.