As a Relationship Manager at GC Wealth, I serve as the main point of contact for families, drawing on over two decades of experience in the family office space. My work focuses on navigating their financial journey by providing guidance in the areas of comprehensive cash flow planning across related entities, strategic income and estate wealth planning, philanthropic consulting, and next-gen advisory services.

I hold a CPA license, a Masters in Taxation from Golden Gate University, and an undergraduate degree in Accounting from Southern Methodist University. My wife and I have lived in San Francisco for over 25 years, where we enjoy exploring the Bay Area's diverse culture and cuisines and are proud to have raised our two kids in this incredible city. I also played competitive squash internationally and still enjoy being on the courts occasionally.