As CEO, I lead our investment strategy with a focus on delivering disciplined, long-term growth for our clients. I work closely with our team to ensure every portfolio is thoughtfully constructed and aligned with each client’s unique goals and risk tolerance.

With more than 12 years of experience in the financial industry, I bring a deep understanding of investment management and client relationships. I hold a Series 65 securities license, an MBA with an emphasis in Finance from Santa Clara University’s Leavey School of Business, and a B.S. in Corporate Financial Management from San Jose State University’s Lucas College of Business.

Family is at the center of my life. Outside of work, I enjoy supporting my children at their sports and activities and spending time with my family in Rocklin, California.

Let’s talk about how our approach to investing can support your financial future.