Upon graduating from the University of California, Los Angeles, I embarked on a distinguished career in finance. Commencing my journey at Trilogy Financial Services, I dedicated myself to providing comprehensive financial planning solutions to a diverse clientele. In 2003, I transitioned to Corporate Metrix, an esteemed Estate Management and Administration firm, assuming a pivotal role in overseeing operations for a Family Office catering to the needs of High Net Worth Individuals and their families.

With a keen focus on managing investment portfolios, I successfully navigated a dynamic landscape, handling assets exceeding $25 million across diverse sectors, including public markets, private investments, venture capital, and real estate. My tenure at Corporate Metrix equipped me with a wealth of experience, solidifying my expertise in all facets of finance.

Augmenting my practical insights, I pursued an MBA in Finance, further enriching my understanding of financial intricacies. Armed with over two decades of hands-on experience, I bring a wealth of knowledge to the table.

I am committed to delivering unparalleled financial guidance, drawing on my extensive background to address the nuanced challenges faced by individuals and families. At the core of my approach is a dedication to mitigating the five biggest causes of financial detriment. Your financial well-being is my priority, and I am well-equipped to navigate the complexities of wealth management with precision and expertise.