As a Managing Director and Private Wealth Advisor at Saxe Capital, I lead a team that works with an exclusive group of families whose complex financial lives require the experience and acumen of seasoned advisors. Our client families include Silicon Valley founders and leaders of technology companies, successful business owners in Sacramento and nationwide, attorneys, high-earners, and retired couples.Understanding our clients' diverse ambitions and significant time commitments, we aim to give them their time back to focus on those priorities. Whether they’re navigating liquidity events, growing and scaling their businesses, or planning decades ahead to sustain their lifestyle or build a legacy, we organize and implement comprehensive strategies encompassing financial planning, wealth management, tax planning, estate planning, and business consulting. This allows clients to focus on their personal and professional endeavors, knowing their financial matters are professionally managed.I’ve been in the wealth advisory business for close to 20 years. Prior to finding my permanent home at Saxe Capital, I spent the earlier part of my career in wealth management roles at Smith Barney (now Morgan Stanley), Merrill Lynch, and JP Morgan. I earned a bachelor’s degree in business administration from San Jose State University and am an alumnus of the Harvard Business School at Harvard University. I hold the Accredited Investment Fiduciary (AIF®), Certified Exit Planning Advisor (CEPA®), and Certified Plan Fiduciary Advisor (CPFA®) designations.I am registered with the general securities registration (series 7), uniform securities agent state law registration (series 63) through LPL Financial, and uniform investment adviser law registration (series 65) through Mariner Independent Advisor Network. Additionally, I am licensed with CA insurance Lic #0F30339.