I am a Wealth Manager at GC Wealth, where I partner with clients to navigate the complexities of their wealth, building relationships based on trust and a deep understanding of their unique goals. I combine a personalized approach with disciplined investment solutions. My focus is on pre- and post-liquidity planning, comprehensive reporting and managing portfolios with an emphasis on tax efficiency and transparent advice.

Before joining GC Wealth, I held wealth management positions at JPMorgan and First Republic Bank. My early career also included various consulting and advisory roles, which laid the foundation for working with founders, executives, and families in the technology and venture capital ecosystems.

I graduated from Virginia Tech and am a Chartered Financial Analyst (CFA) charterholder. Away from the office, you can often find me with my two children, coaching little league, and spending time outdoors.