My experience in financial services spans more than two decades, with prior positions held at Morgan Stanley, Smith Barney, and Wells Fargo Advisors.  In 2014, I began my partnership with UBS.  Over the years, I have focused increasingly on custom portfolio construction and helping clients reach their goals through comprehensive financial planning.

I graduated with a B.A. in Economics from The University of California at Santa Barbara in 1992.  My wife, Meghan, and I reside in Santa Barbara with our three sons - Ryan, Sean, and Liam.

AZ, CA, CO, DC, FL, IL, MA, NY, TX, WA