My team is dedicated to helping business owners, high and ultra-high-net-worth families, sales professionals,
and families with equity compensation make confident, informed financial decisions. My work focuses on
building comprehensive strategies that not only help protect wealth, but also thoughtfully optimize how it’s
taxed—both today and for generations to come.
I take a proactive, strategy-first approach, helping families align their financial resources with what matters most to them. Whether navigating liquidity events, managing complex compensation structures, or strategizing for long-term legacy goals, I strive to bring clarity, structure, and confidence in your investments to every stage of the financial journey.
I grew up in Roseville, California, and today live there with my wife, Stefanie, and our two children. Outside of
work, you’ll often find us enjoying time on the water, wine tasting, or getting outdoors to hunt, fish, and camp. Those experiences have shaped my appreciation for thoughtful financial strategies, stewardship, and building a life well-lived—values I bring into every client relationship.
Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 0M99542 | 8765052.1 Exp. 02/28