My journey in financial advisory was shaped by a deep-seated need I observed in my tax and accounting clients. As their businesses grew, the need for integrated planning across business accounting, taxes, and personal wealth planning became increasingly important. I relish the forward-thinking aspect of planning, which led to the development of the advisory arm of my business.
Living in Los Angeles, I am constantly inspired by the talented individuals striving to live their dreams in a city that's teeming with opportunities. The city's rich landscape, from its beautiful beaches to the high desert, keeps things interesting and fuels my creativity.
My family has always been my rock. My father had a stint at the IRS back in the day, and our family has always placed a strong emphasis on education and music. These influences have not only shaped my professional journey but also deeply enriched my personal life.
Outside of work, I enjoy a variety of activities. I am a regular at the symphony, frequent jazz clubs, and love exploring the desert. I keep active with pickleball and volleyball and enjoy road trips across the United States. One of my favorite pastimes is discovering thrift stores in small towns, each one offering a unique glimpse into local life.