As a Private Wealth Advisor, 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 1998. I help clients succeed by taking the time to understand their unique needs and directing 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 Orange County, and serve clients in the greater Orange County area. I enjoy fishing, snowboarding, and spending time with my wife, two children and family dog Leia.