I am based out of the Walnut Creek office helping people cater their financial needs to their life. I have worked in banking and finance for the past two decades. I love working with business owners and families as a child from a parent that owned their own business for 40 years, and a child of a broken home. I have a fun-loving personality and love to have in depth conversations with my clients about their lives and mine.
When not in office, I enjoy going to the movies, drawing, lifting weights and odd objects, driving, and working with my friends on mentoring kids on weightlifting.