Experience and perspective matter in wealth management, especially in an era where markets have undergone dramatic shifts and portfolio design has evolved considerably. Over the past 24 years, navigating these changes has shaped how I approach client relationships and investment strategy.

My career began at three of Wall Street's premier firms from 2001 to 2005, pivotal years that shaped my skills as an Advisor and Portfolio Manager. Later, I formed my own family office-style wealth management practice.  I also served as Investment Advisor of a small private Multi-Family Investment Office before establishing my current independent practice. What drew me to this industry was the opportunity to solve complex problems in a field where every day brings something different. 

The entrepreneurial environment of independent wealth management allows me to focus on what I enjoy most: helping people reach their goals and solving their unique financial challenges. Each client situation presents distinct complexities, and crafting customized solutions for families at important crossroads drives my work. I genuinely love what I do at Pioneer Advisory.

Born and raised in the Bay Area, I've lived in Lamorinda for most of my life. I attended Miramonte High School and Chico State, and I remain a loyal Bay Area sports fan, avidly following the Giants, 49ers, and Warriors. I live in Moraga with my two children and our yellow Labrador Retriever.

As an outdoorsman, I enjoy hunting, fishing, and hiking with my dog. I'm also a guitar player with a passion for music, especially rock and blues, and I love seeing live performances. Reading, spending time with family, and getting away to Lake Tahoe round out the things that matter most to me outside of work.
I would be delighted to help you and your family navigate your wealth management needs.