- 25+ years in financial services
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER™
- Case Western Reserve University frequent guest speaker on Sports Management
- Manages the Family Office Department for the West Coast region
- Works with athletes, high net worth individuals, and families.
- Began his professional career as a business manager with NKSFB in Los Angeles, CA and a senior assurance professional with Moss Adams, Northern California, before joining the firm in 2021
Life Outside of MAI
- Enjoys volunteering in his community as a youth little league coach.
- University of Colorado, BA in Economics
- University of California, Los Angeles, Accounting Certification