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 2025¹. Additionally, for eleven straight years (2011-2024), I have been named to the Wells Fargo Advisors Platinum Council. 2024 The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo