Working with retirees (or those soon-to-be) is truly my passion. The designations and certifications I have chosen to obtain, and continue to pursue, reflect my dedication to supporting my clients in this important transition. I am a Certified Private Wealth Advisor® candidate and can deal with complex technical issues surrounding your financial plan. I posess expertise in behavioral finance, which enhances my ability to deeply understand and connect with my clients. I’ve spent decades helping families truly design their wealth transfer with my studies and background in conflict resolution and mediation. I continue to pursue knowledge and methods to better serve my clients and am further enhancing my expertise through ongoing studies in investment management theory and practice at the Yale School of Management.

I’m a native of Southern California and strive to practice what I preach about authentic and purposeful living. The decision to establish my business in Dana Point was a deliberate choice, aligning with my life’s philosophy. Here, going to work every day is not just a routine but a joyful experience that resonates with my personal ethos. I draw inspiration from my love for the outdoors, engaging in activities like rock climbing in the Sierras and paddle-boarding in Dana Point. My passion for the arts and adventure underlines my belief in a life well-lived, one that harmoniously blends professional endeavors with personal passions- a Life By Design.