As co-founder and Managing Partner at BayBridge Capital Group, LLC, I lead the Private Wealth division of our practice, providing holistic financial planning services for our Wealth Management clients. BayBridge Capital Group was founded on the conviction that, first and foremost, our fiduciary responsibility to clients should take precedence over earnings quotas and spreadsheets. We consider ourselves to be "new school, old soul" and strive to create a "client-first, client-focused" practice, combining the integrity of the past with the technology of the future.I pride myself on living by The Golden Rule. My volunteer work includes serving as a "big brother" through Big Brothers-Big Sisters of the Bay Area. Our firm proudly hosts annual "Give Back" events, partnering with various local charities in the Bay Area each year.