Impact Family Office is an impact-focused, collaborative multi-family office with no assets under management. We provide clients with customized services based on the belief that all financial decisions create an impact on families, communities, and the world. We guide the development of a purposeful impact strategy that can create intentional alignment of capital resources with values.We serve as guides, advisors, and trustees to assist in the decision-making, management, and deployment of financial resources. We are committed to providing honest advice and transparent operations through clarity of all third-party relationships and conflict-free financial transactions.

Parker Clay is a sustainable fashion brand that produces leather goods and accessories for women and men. We are an early-stage, Direct to Consumer E-Commerce company composed of smart, driven teammates committed to excellence and strategic improvement. We are passionate and compassionate, ambitious and pragmatic. We work together in pursuit of the goal to grow a healthy, lifestyle name brand and help push the fashion industry in a more sustainable direction.

Designed and taught a course called Launching an Impact Venture, created to teach feasibility and strategy for students to embed impact into their start-up for-profit and non-profit venture concepts.Co-directed Westmont Downtown, a semester focused on social entrepreneurship and community engagement for off-campus students. The students learn how to apply design thinking to problem solving and business concepts to create sustainable for-profit and non-profit ideas.

The Katherine Harvey Fellows program invests in the development of talented and motivated young community leaders in Santa Barbara County. Fellows complete the program with the skills, connections, and confidence to effectively engage themselves in issues and organizations important to them and to our Santa Barbara County communities. They become part of the dynamic network of social change leaders making our communities a better place to live for everyone.

Sole proprietorship that provides clients with financial planning, small business consultation, family office services, financial education, and investment oversight and due diligence services.• Served as interim Co-President for an accounting and HR/payroll firm• Consulting controller for a restaurant, tech software company, and aircraft repair business• General Manager for JCR Vineyard – managing harvest, wine production, and wine sales• Consulted on the launch of a startup real estate management company in Kigali, Rwanda

Chronicle Family Offices is a group of people passionate about helping families consider the role money plays, and should play, in the lives of its members. Chronicle develops customized prudent financial plans, helps navigate the complex of the worlds of finance, tax, and law, and provides trusted advice in times of transition for families.Served clients in many capacities, including the following:• Advisor to family businesses: winery, restaurant, and aircraft/machine repair shop• Representative for clients in real estate partnerships and real estate contract management• Financial planner providing investment portfolio oversight and budget planning• Financial education to next generation individuals and inheritors• Philanthropic advisor to private foundations(formerly Anodos Group)

Financial manager of 24+ entities, with $60+ million in assets. Created performance budgets, strategies for cash management, and performed all accounting procedures. Managed investor relationships for syndications, investments, and performance reports. Performed due diligence on prospective property acquisitions and investments.Property manager for $40+ million of commercial real estate. Responsible for all lease and contract obligations, supervised construction projects, and executed contracts with vendors. Maintained strong relationships with tenants, lenders, contractors, and real estate professionals.

Worked in the office of tourism for the State of Queretaro, Mexico, performing both written and oral translation and educating tourists on the area and its history.