I advise successful families, nonprofits, and private foundations on complex financial decisions. My work centers on aligning investment strategy, financial planning, non-legal trust services, and philanthropy so capital is stewarded responsibly and positioned to support long-term goals across generations. I am driven by the belief that wealth, when thoughtfully managed, can create lasting impact. In addition to my advisory work, I serve on the boards of The Ralph M. Parsons Foundation, and the LA84 Foundation, contributing on audit, grants, and investment committees. These roles reinforce my commitment to disciplined oversight, accountability, and ensuring resources are deployed in ways that strengthen institutions and communities.
