Owner, PIM Portfolio Manager

I grew up in Clayton and went to Clayton Valley High. After graduating I attended the University of California at Santa Barbara for four years. I received a degree in Business and Economics with an emphasis in accounting and a second degree in Geography.

After graduating from UCSB I moved back to the bay area and worked in the tech industry for close to five years. In 2007 I began my financial services career as a Financial Advisor with Morgan Stanley.

I joined Wells Fargo Advisors in 2010. Two years later my father and I opened the Brentwood office.

CA Insurance License Number: 0F94449. Resident State: CA.