As a firm believer in the transformative power of philanthropy, I have dedicated my
career to helping generous families and nonprofit organizations create meaningful,
lasting change. By tailoring financial strategies to their goals, I help turn aspirations into
impactful legacies that make the world a better place.
My commitment to giving back extends beyond my professional role—it’s a reflection of
my core values. Co-chairing Sunnyvale Community Services’ $22 million capital
campaign reinforced my dedication to community service and inspired me to pursue the
Chartered Advisor in Philanthropy® or CAP® designation. This experience deepened my
understanding of the unique challenges and opportunities in philanthropy, driving me to
continually expand my knowledge to serve my clients.
In addition to holding the CERTIFIED FINANCIAL PLANNER® certification, I actively pursue
professional growth by attending industry and philanthropy-focused conferences and
training programs. I serve on the Edward Jones Grassroots Task Force, the securities
industry’s only volunteer advocacy group amplifying the voice of individual investors on
Capitol Hill. Established in 1985, the Task Force helps ensure elected officials stay
informed about the legislative and regulatory issues that matter most to investors.
I am honored to be recognized on the 2023 and 2024 Forbes Top Next-Gen Wealth
Charitable Giving Not-for-profit Organizations Values and Faith Based Investing
Sustainable investing Estate & Legacy Strategies Employee Stock Options

Personal Interests
Advisors Best-in-State list for Northern California.*
Outside of the office, I enjoy spending time with my wife, Kim, our daughter, Evie, and our
rescue dog, Charlie. Whether camping, planning our next adventure or volunteering in
the community, my family keeps me grounded and inspired. I’m also an active member of
the Sunnyvale Rotary Club, working alongside others who share my passion for making a
positive difference.
My mission is simple: to empower individuals, families and organizations to build legacies
that align with their values and create lasting impact. I look forward to connecting and
exploring how we can work together to achieve your goals.

*2023-2024 Forbes Top Next-Gen Wealth Advisors Best-in-State in Northern California,
published in August each year, research by SHOOK Research LLC, data as of March of the
same year. Compensation provided for using, not obtaining, the rating. The rating is not
based on quality of investment advice, investment performance, or client feedback.