I believe our wealth is our holistic well-being and everyone should have access to living a wealthy life. My life is dedicated to being in service to others -helping to build wealthier lives, families and communities. We founded Wealth Architects, an independent wealth advisory firm in the heart of Silicon Valley, with a purpose to serve authentic people who believe their “wealth” means more than just money. To work with those individuals and institutions in helping them understand their relationship with their values, time, and money and how alignment of those can serve them in more positive ways for building holistic wealth. We look for ways to enhance our clients’ well-being and fullfillment beyond just their balance sheets. Our aim is to help clients figure out what is most essential to their overall well-being by deeply listening to their values, vision and the aspirations they have for their lives, and then architecting and building plans to make them happen. As an advisor working with our clients, I specialize in working with owners of concentrated financial wealth in privately held and public companies, as well as real estate, to address the financial and emotional issues associated with the accumulation, diversification, and ultimate legacy of these assets.In my philanthropic work I am passionate about democratizing access and opportunities for all youth so they have a level playing field to build their own wealthy lives.