WCF Role
Leadership: Director of Advisory Services
Advisory Services: Advisor

Education, Certifications & Credentials
B.S. Financial Mathematics and Statistics, University of California, Santa Barbara
Technology Entrepreneurship Certificate, University of California, Santa Barbara
CERTIFIED FINANCIAL PLANNER™ Certificant
Certified Private Wealth Advisor℠ Designee

Originally from
South Lake Tahoe, California

Hobbies
Travel, playing soccer, learning new things, eating spicy and exotic foods

Favorite quote
“It is impossible for a man to learn what he thinks he already knows.” - Epictetus

Favorite food
I like trying new foods so hopefully the best one is yet to come…

Someone I admire
Nelson Mandela and Benjamin Franklin. Both of them were able to achieve so much for others under remarkably difficult circumstances.

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