"I was drawn to Willow Creek by the dedication everyone here shares for our clients, community and employees. The work environment makes employees feel connected, creating a positive work experience."
As an Associate Wealth Advisor, I work directly with clients to build and manage investment strategies tailored to their unique goals. I find joy in getting to sit down with people and hearing their story – understanding what they actually want their money to do for them – and building a plan around that. For me, this role is about more than managing investments; it's about being a partner clients can trust to help turn their goals into a real plan.
With over 15 years of experience in financial services, including hands-on work in trust and investment management, I bring a deep, well-rounded foundation to my work with clients. That experience, paired with my time on our Trading and Operations teams, gives me an inside understanding of portfolio mechanics, rebalancing, tax considerations, and account administration that continues to shape how I approach client strategy today. I find real fulfillment in knowing that the plans I build are grounded in the same attention to detail and precision I’ve carried throughout my career.
I live in Santa Rosa with my wife, daughter, and son. We enjoy spending time together listening to music or reading. On weekends, you can usually find us hiking different Sonoma County trails or visiting one of our local community parks. We also love to get out and travel, with our favorite destination so far being Rome, Italy!
