As a Financial Advisor, I have worked in the investment and banking industry since 1992. I honed my skills early on working for large financial institutions and brokerage firms in the Bay Area. Since that time, I found my niche working with a select group of families and clients to help build wealth and financial security now and well into the future.
With offices in Palo Alto, California, and Beaverton, Oregon, I implement a customized investment approach that provides my clients with comprehensive financial advice that adheres to a strict investment philosophy. Though I am incredibly disciplined in all aspects of financial research and analysis, my style is anything but regimented. Working with client’s one-on-one, we connect to create personalized investment and retirement plans that span generations.
My goal is simple - to work with clients who are engaged in the process, curious about the strategies, and value personalized investment service. That’s what I provide. This combination of drive, success, and service has earned me many distinguished accolades in the investment industry that include the prestigious FORBES Best-in-State Wealth Advisor list, the Raymond James Chairman’s Council, and a top ranking advisor on Bank Investment Consultant Magazine’s Top 100 Advisor list.
My family and I are strong supporters of the Juvenile Diabetes Research Foundation (JDRF) and “A World without Type 1 Diabetes.” We are also committed to addressing food and housing insecurity as well as providing wrap-around educational services for youths in San Francisco and Portland.
A latecomer to the sport of running, I have a number of half marathons under my belt and in March 2020 completed my first, and hopefully my last, full marathon.
I am an avid traveler and I’m always looking for suggestions for the next adventure.
Give me a call, and let’s talk about your future.
- 2023 FORBES BEST-IN-STATE TOP WEALTH ADVISORS
- 2022 FORBES BEST-IN-STATE WEALTH ADVISORS
- 2020 FORBES BEST IN STATE WEALTH ADVISORS, CALIFORNIA
- 2019 FORBES BEST IN STATE WEALTH ADVISORS, CALIFORNIA
- 2018 BANK INVESTMENT CONSULTANT’S TOP 100 ADVISOR LIST
Raymond James Chairman's Council: Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.
Qualifications: holds series 7, 63, and 65 securities licenses; life and health insurance licensed with variable endorsements. CA Insurance License #0C73111
Raymond James is not affiliated with the above organizations and/or charitable causes.