My journey toward founding Brave New Wealth wasn't just professional—it was deeply personal. With over 17 years in the financial industry, including 13 years at a prominent values-aligned independent advisory firm as an advisor and partner, I've guided many clients through significant life transitions, aligning their financial strategies with their deepest values and aspirations.

But my own transformative journey has shaped my approach most profoundly. After overcoming significant life challenges—including losing 100 pounds, rebuilding my life after divorce, and progressing from struggling to run a quarter mile to completing half-marathons and climbing Mount Whitney—I learned firsthand the power of resilience, courage, and intentional action.

These experiences deeply inform my philosophy around wealth management. I understand meaningful transformation—whether physical, emotional, or financial—takes clarity, commitment, and bravery. That's why I founded Brave New Wealth: to guide others in aligning their financial decisions with the bold, beautiful, and intentional lives they envision.

“I wanted to build a firm that feels deeply personal and beautifully crafted—one that's truly about designing wealth around what matters most to you.”

Today, I live in Thousand Oaks, California, with my family, including our cat, Mika, and our playful Goldendoodle puppy, Rigatoni. Inspired by intentional living, Brave New Wealth exists to offer an intimate, meaningful advisory experience that resonates deeply with your personal journey.