As a CERTIFIED FINANCIAL PLANNER™, I use my passion for helping others and my financial expertise to provide a personalized approach toward life planning. I focus on investment, tax and insurance strategies for individual families and business owners. My work blends analytical thinking, a client-oriented mindset, and a strong sense of ethics to earn the trust of others. I engage with clients in all levels of financial knowledge, empowering them to make smart, educated decisions. I am patient with clients and mutually enjoy the partnerships I build with them.
I love being a family man, having two incredible children and a beautiful Australian wife. We live in Marin County and enjoy the countless amenities the Bay Area has to offer. In between family time and my practice, you’ll find me working out at Empower Gym or Red Dragon Yoga.