As a Certified Financial Planner based in San Anselmo, CA. I'm passionate about helping my clients achieve their financial goals and make the most of their hard-earned money.
I'm married to my wonderful wife Sara, and together we have four amazing sons. When I'm not working with clients, you can often find me on the ski slopes with my boys, or hiking the beautiful trails of Marin with Sara. I feel incredibly lucky to live and work in this amazing community, and I'm grateful for the opportunity to give back to it through my work.
For me, the best part about owning my practice is getting to know my clients and hearing their unique life stories. It's incredibly rewarding to help them use their resources to enrich their lives and achieve their dreams. Whether you're planning for retirement, saving for your children's education, or just looking to make the most of your assets, I'm here to help.