With over 25 years as a Financial Advisor, I prioritize my clients’ needs first. This client-first approach has helped me build lasting, trust-based relationships—even through volatile markets. My wealth management philosophy goes beyond investing; I deliver tailored, solutions-based strategies for individuals, families, business owners, nonprofits, and foundations. Together, we create detailed financial frameworks that evolve with life and market changes, supported by regular consultations and collaborative planning.

I joined Wells Fargo Advisors in 2008, forming a team of experienced advisors and a dedicated Client Associate to serve high-net-worth clients with a comprehensive, collaborative approach. My financial career began in 1999 as a commodities trader in Boston, followed by advisory roles at Merrill Lynch in Walnut Creek, CA, and Wellesley, MA. I hold a B.S. from Davidson College.

My family immigrated to the United States when I was a child to take advantage of superior educational opportunities. I now reside in Boise, ID, with my wife Aimee. We enjoy arts, golf, yoga, hiking, biking, skiing, and travel. I volunteer with The National Multiple Sclerosis Society, YMCA, Bogus Basin, and currently serve as HOA Board President. Aimee and I also work as volunteer rangers for Boise’s Ridge to Rivers program—hope to see you on the trails.

I was honored to be named as one of the Forbes Best-In-State Wealth Advisors for 2025 and 2026¹. Additionally, for each year from 2011 - 2026, I have been named to the Wells Fargo Advisors Platinum Council. 
^{2024-2026:The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.
2011-2023: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.}

CA Insurance License # 0F03060 Resident State: ID

1 2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com). 2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24. View Award Disclosures  Fee paid for use of marketing materials.