Overview

I am a financial advisor and Certified Investment Management Analyst (CIMA®) with two decades of experience working with highly successful individuals, families and business leaders.

With prior experience as an attorney, I am able to utilize the advanced problem-solving skills of a lawyer and apply them to the world of finance.

My goal is to help clients achieve their financial goals and ultimately to have the freedom to live their lives on their terms.

I am fortunate to work at a firm that values the same attributes I do: loyalty, treating clients and colleagues like family and the pursuit of excellence. I bring these same qualities to my life outside of the office, serving on several non-profit boards, including the Santa Barbara Foundation, the Scholarship Foundation of Santa Barbara and the Sansum Diabetes Research Institute.

I also enjoy reading, traveling, snow skiing and playing golf. An avid runner, I have completed five marathons, including three New York City marathons, as well as two Santa Barbara Pier-to-Peak half marathons.

Market
Advisor/RIA
Last Activity
within 2 months

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