Private Ocean is a wealth management firm deliberately structured to give clients the intimate experience of a small firm, while harnessing the power, depth and discipline of a much larger one. The Private Ocean team seamlessly integrates personal financial planning and institutional-class investing.I thrive in educating and counseling families through challenging financial situations to help them improve their holistic financial well-being. I'm experienced in developing analysis for clients' long-term sufficiency planning; excelling in supporting lifestyle, retirement, philanthropic, and multi-generational wealth transfer decisions. After 20 years in equity sales/trading serving institutional money managers, I transitioned to financial life management to align my personal interests with my professional goals.

Helping families secure their financial futures allows me to thrive. I am most in my element when working at your side to identify and achieve your family’s key financial goals. I am interested in educating and counseling families through challenging financial situations to help them improve their holistic financial well-being. I joined Mosaic's innovative team in March.Experienced in developing analysis for clients’ long-term capital sufficiency planning, I excel at supporting lifestyle, retirement, philanthropic, and multi-generational wealth transfer decisions. My work quickly zeroes in on supporting and refining the elements that build together to form a successful financial plan.

Aspiriant is a leading independent Bay Area Registered Investment Advisor that incorporates a holistic approach to their financial advisory services. I developed analysis and presentations for clients long-term capital sufficiency planning to support their lifestyle, retirement, philanthropic, and multi-generational wealth transfer decisions. Effective member of client service teams who advised over 40 high net worth families and family office clients. Supported Wealth Managers to provide clients with exceptional comprehensive financial planning and investment management. Skills applied and knowledge gained included:- Financial independence (retirement) planning and analysis- Familiarity with executive compensation programs (stock options, RSUs, deferred compensation, and 10b5-1 trading plans)- Helped coordinate / implement investments for multiple entities into an integrated, diversified overall portfolio- Retirement and deferred compensation cash flow optimization- Client presentations (both created and delivered): Financial plans, investment strategies/performance- Exposure to sophisticated estate planning strategies

Served West Coast institutional money managers equity and ETF research and trading needs.

Served West Coast institutional money managers equity and ETF research and trading needs.

Successful career serving U.S. institutional money managers with their equity research and trading needs.