I’m a Financial Advisor with Members’ Wealth, helping individuals and families navigate the financial complexity that often comes with success and life’s major transitions.

Many of the people I work with are approaching retirement, selling a business, receiving an inheritance, navigating divorce, or simply recognizing that their financial lives have become more complex. I believe the best financial decisions begin with understanding what matters most to the people making them.

My interest in the psychology of money has shaped how I approach financial planning. I hold a Certificate in Positive Psychology from the Whole Being Institute, and I’m fascinated by how our experiences, values, and beliefs influence financial decisions.

Living in Santa Barbara has also shaped my practice. I often work with individuals and families whose financial lives extend beyond investments to include real estate, retirement, tax considerations, estate planning, and business interests. My role is to help coordinate these moving pieces while collaborating, when appropriate, with other professionals involved in their planning.

At Members’ Wealth, I serve as my clients’ primary advisor while drawing on the expertise of our firm’s CFP®, CFA®, and JD professionals when specialized planning is appropriate.

Outside of work, you’ll usually find me surfing, cycling, practicing yoga, hiking, or spending time with my daughter.