As a Private Wealth Advisor Partner, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences. I've worked in the banking and financial services industry since 2007. I help clients succeed by taking the time to understand their unique needs. I direct teams of specialists -- often working closely with other client advisors, such as attorneys and accountants -- to provide services that help my clients work toward their goals. I live in San Francisco Bay Area, and serve clients in Walnut Creek. I enjoy rooting for the San Francisco 49ers, cooking, baking, and spending time with my family.