We provide wealth management strategies and services to non-profit organizations, private business owners, entrepreneurs and families. My practice is designed to promote client interests. Clients look to me to understand and integrate multiple priorities: family, business, community and legacy.

Leadership Oakland is a professional development, networking, and leadership training program of the Oakland Chamber of Commerce. The program offers Oakland’s current and future leaders the opportunity to gain an in-depth knowledge of the role leadership plays in our city and prepares participants for roles on City commissions, non-profit boards, elected office, and greater community engagement.