I have more than 25 years of experience in working closely with UHNW families, family offices, foundations, and endowments to design and implement thoughtful wealth management and investment solutions that integrate tax, estate, philanthropic, and legacy planning objectives. I am passionate about providing peace of mind for my clients, freeing them from the burden of managing significant wealth and enabling them to focus on other important priorities in life and/or business. I have extensive experience serving non-profit organizations, helping them achieve their investment goals and maximize their impact on communities around the world. An effective communicator, I have a desire to connect with the most important ideals of an individual, family, or organization. I have an MBA from Stanford University, a certificate in Applied Compassion Training from Stanford CCARE, and a certificate in Functional Medicine Coaching. I am also a member of the Purposeful Planning Institute, a community of professionals dedicated to mastering the art and science of human dynamics and family governance.