I help clients reduce taxes, invest smarter, and maximize their equity compensation benefits.

Prior to joining One Degree Advisors, I was a research analyst at a global private equity consulting firm. I enjoy digging into complex issues and developing strategies that will add value to our clients.

I graduated from Point Loma Nazarene University with a Bachelor of Science in Finance and was a member of the universities rugby team.

I am a CERTIFIED FINANCIAL PLANNER™, writer, and advocate for long-term investing.

When outside of the office: When I’m not perfecting financial plans, you can find me training in Brazilian Jiu-Jitsu or in Torrey Pines on my road bike!

My bucket list: Travel to every country.

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