Born and raised on the San Francisco Peninsula, my journey has taken me from the Bay Area to living abroad in Japan and the Philippines. This global perspective, combined with my bachelor’s degree in Business Economics from University of California Irvine and a Master’s degree Accounting from Chapman University, shapes how I approach complex financial and real estate decisions.

Professionally, I have worked across real estate, accounting, tax, and corporate finance. I currently support real estate transactions and wealth management initiatives for a family office, where I focus on helping families preserve, grow, and transition assets across generations. Having worked closely with family enterprises, I understand the unique challenges that come with balancing financial objectives, long-term planning, and family dynamics.

As a U.S. Air Force veteran, I bring a disciplined, service-oriented approach to every client relationship. I am committed to continuous professional development and staying at the forefront of financial knowledge. In addition to completing my graduate studies in accounting, I am currently preparing for the Series 65 Investment Adviser Representative examination to further strengthen my expertise in investment and wealth management. I am also expanding my experience through a global operations corporate finance role within the semiconductor industry, supporting one of the world’s leading technology sectors.

Outside of work, I enjoy staying active through fitness and hunter-rider horseback riding, challenging myself with a game of chess, and exploring California’s diverse communities and hidden gems. Most importantly, I enjoy spending time with my wife, who is both a nurse and interior designer, as we discover new places, homes, and experiences throughout the state we proudly call home.