My goal is to deliver experienced wealth planning services that support both your life and your legacy. With more than two decades of experience in business acquisitions, development, and ownership within the Los Angeles–based entertainment, retail, and arts industries, I bring a distinctly entrepreneurial perspective to wealth management. After years immersed in fast-paced, high-stakes environments, I chose to step away from the “glitz and glam” of Hollywood to focus on what matters most: helping individuals, families, businesses, foundations, and nonprofit organizations steward their wealth with clarity, intention, and purpose.
Drawing on my background as an entrepreneur, I specialize in modern, comprehensive, and mission-aligned planning that integrates financial strategy with personal values and long-term goals. My work centers on thoughtful collaboration, disciplined planning, and proactive guidance—helping clients navigate complexity, manage transitions, and make confident decisions at every stage of life.
I am a CERTIFIED FINANCIAL PLANNER® professional (CFP®), a Certified Exit Planning Advisor® (CEPA®), and a Sports and Entertainment Accredited Wealth Management Advisor™ (SE-AWMA®). Alongside my team, we intentionally advise a limited number of affluent clients so we can deliver highly personalized service, deep planning expertise, and a long-term partnership built on trust, transparency, and continuity.