Professional designations, credentials and licenses
NMLS 133620
Clients I specialize in: Attorneys and accountants, Business owners, Executives
As a Senior Relationship Manager, 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 Greater Los Angeles . I enjoy I serve on a non-profit board of an organization that serves adults with mental disabilities, Partners for Potential. 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.
Services I specialize in
Just 1% of funds make it through our rigorous review process, helping ensure that in a crowded investment marketplace, only what we believe are the best options get considered for your portfolio.
We help with a wide range of tasks involved in the oversite and management of our clients’ portfolios.
When you give, you want to ensure your efforts are meaningful. A charitable gifting strategy can help maximize your impact on the people and causes you care about, and address potential tax implications.
The role of a financial advisor can go beyond investment planning. An advisor can also provide guidance for key moments throughout your life. Perhaps your finances have gotten more complex, and you’d like help creating or adjusting your wealth plan. You may be worried how market changes are affecting your investments. Or you’re experiencing a major life event, such as:
Getting married or divorced
Having a child
Starting a new career
Receiving an inheritance
Buying a house
Nearing retirement
An advisor can help you objectively assess where you are financially and how to prepare for the future as you work toward your goals.
Your advisor will ask about your goals and priorities – where you’re at today, financially, and where you'd like to go. But the main topic of conversation will be whatever’s on your mind. You can discuss how you and your advisor will work together, what you can expect from your advisor, any costs if you decide to move forward, and next steps. You’ll have plenty of time to ask questions, to help you decide if the relationship is the right fit.
No, your initial consultation is free.
We’ll confirm with you what materials, such as recent bank and financial statements, may be helpful for understanding your financial picture. But it’s your choice what to bring. To help you decide – and to ensure you get the most out of the conversation with your advisor – consider the following before the meeting:
What are your most important financial goals?
What concerns you about your finances?
Did you recently experience a major life event?
We’re happy to meet with you virtually or in person. It’s up to you.
