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 1998. I help clients succeed by understanding their complex financial needs and distinctive priorities. I work with my clients' CPAs and attorneys in conjunction with our wealth specialists to design a customized wealth plan based on their goals and aspirations. I am passionate about creating plans that reflect each client.
I live in Long Beach, and serve clients in Palos Verdes, South Bay and Manhattan Beach. I enjoy spending time with my wife, Maria, and two sons, Andrew and Owen. When I am not at the baseball or soccer field, I enjoy golfing.
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.