Who I work with

Among those I work with are entrepreneurs navigating liquidity events, multigenerational families focused on preserving and growing their wealth, and nonprofit organizations committed to meaningful change. My clients are driven, accomplished and focused on creating a lasting impact, whether in their businesses, families or communities.

What informs my approach to serving clients

As part of a first-generation family that immigrated to the U.S. with limited resources, I witnessed firsthand how financial challenges can profoundly shape a person’s life and choices. That experience fuels my commitment to helping clients make informed, confident decisions. I take a strategic and highly personal approach in order to thoughtfully align every plan with my clients’ values, long-term goals and the impact they aspire to create.

What would clients say about me

Clients often describe me as a trusted first call, someone they can rely on not just for investment guidance but for thoughtful perspective across the full spectrum of their financial lives. They appreciate that I’m resourceful, responsive and deeply committed to delivering clarity, even in complex or unfamiliar situations. When rare questions arise beyond our scope, I remain a steady guide, connecting them with trusted specialists to make them feel supported.