Our team
co-founder & head of investments
“When I was 16 years old, my grandfather taught me how to read a Morningstar report. A singular moment that led to a passion for investments and the founding of two advisory firms. I didn’t realize how rewarding and intellectually stimulating this career would be.”
When I’m not working:
I enjoy surfing, camping, traveling, and music. My wife and I have a beautiful daughter, Kennedy who is 20 months, and our second child will be coming in the middle of May.
Listening: Singularity – Jon Hopkins
Reading: “Insight - by Tasha Eurich
co-founder & head of workplace retirement
“I spent over a decade learning how the sauce was made at some of the largest asset managers & 401(k) providers in the business. Your average American employee has slipped through the cracks. I’m passionate about democratizing financial advice for the folks who need it most.”
When I’m not working:
You may find me exploring the nooks and crannies of our beautiful coastline, debating film with friends over a beer, or indulging in some painting in my garage studio. When I can fit it in - slowing down time with my two nephews on Maui is an absolute bright spot in my life.
Listening: (watch my moves) – Kurt Vile
Reading: “Crossroads” by Jonathan Franzen
client service associate
“Whether addressing client needs, working behind the scenes, or delving into planning and portfolio building, I continue to learn and apply my analytical mindset to ensure our clients’ goals are met.”
When I’m not working:
Traveling, cooking new recipes, spending time with friends & family, & watching the LA Kings
Listening: Agreeable - Cautious Clay
Reading: “Becoming” by Michelle Obama