"Someone's sitting in the shade today because someone planted a tree a long time ago." - Warren Buffett
JOIN DATE: 2021
While my career in portfolio management technically began about a decade ago following my graduation from Cal Poly, my fascination with financial markets began much earlier. I found an issue of Money magazine when I was about 16 and from then on I was hooked. I bought my first mutual funds soon after, studied economics and finance in college, and I am still captivated by the big questions – what are common traits of successful portfolios? And how do we incorporate those traits into generating long-term wealth?
Now I'm so happy to be able to bring my curiosity, knowledge, and enthusiasm to Willow Creek, where I facilitate day-to-day portfolio management and trading functions for our clients.
ON A PERSONAL NOTE: I grew up in Rohnert Park and now live in Napa with my wife Hilary and our Brittany Spaniel, Duke. I love watching and playing sports, especially my slow-pitch softball team on Friday evenings and getting out on the golf course.