I am currently a Managing Director and Principal at Robertson Stephens.With a focus on your specific needs and situation, I’ll work with you to develop strategies to reach your financial goals. I have been a Financial Advisor since 2013 and have been recognized as a Premier Advisor from 2018-2021. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.My process begins with listening to understand where you are today and where you are trying to go. This includes a thorough understanding of your goals, priorities, concerns, tolerance for risk, income needs, assets and liabilities. With this information, I will build and implement a plan that addresses what’s most important to you and your family. With your permission, I am happy to work with your other advisors including your CPA and attorney.As your circumstances change, so must the strategies I use to help keep you on course. We’ll meet as often as you like to review you progress and make adjustments as necessary. The last thing you need is a complex web of financial relationships. I can help you navigate your financial life including college, retirement and estate planning strategies, investment management, insurance.Outside of the office, I enjoy running and traveling.This information is intended for use only by residents of AZ, CA, IL, MD, NJ, NY, OR, TX, UT, VA only. CA Insurance Producer License Number: 0I77875Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested