I am a Wealth Manager at GC Wealth, dedicated to serving the unique financial needs of founders, entrepreneurs, executives, and multi-generational families. With a deep understanding of financial markets, I deliver tailored, comprehensive solutions that help our clients preserve, grow, and transition their wealth across generations.

My core focus is on investment and portfolio management, providing holistic and tailored advice that incorporates tax planning, pre- and post- liquidity strategies, and the intricacies of multi-asset balance sheets. I work with founders and executives to support them at each stage of their financial journey—from company formation and critical liquidity events, to legacy planning and philanthropic giving.

Prior to joining General Catalyst, I spent over 20 years in wealth and investment management at institutions including J.P. Morgan, First Republic Bank, Merrill Lynch, and Cambridge Associates. I am a graduate of the Pamplin College of Business at Virginia Tech and a Chartered Financial Analyst (CFA) charterholder.