Experience

Filigree Wealth Advisors

• United States
• Investment Management
• 1 - 100 Employee

• Managing Partner

  • May 2022 - Present

  West Coast



Congress Wealth Management, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Managing Partner

  • Jul 2019 - May 2022

  West Coast Business Leader for West Coast initiatives at Congress Wealth Management. Wealth Manger + Strategist for complex clients, including entrepreneurs and professionals in the Entertainment, Media and Sports industries.



Boston Private Wealth

• Australia
• Financial Services
• 1 - 100 Employee

• Executive Managing Director

  • Jan 2016 - Jul 2019

  West Coast



Filigree Advisors

• United States
• Investment Management
• 1 - 100 Employee

• President

  • Jan 2008 - Jan 2016

  Filigree is a wealth design + management firm that caters to affluent individuals, families and professional athletes.



M Financial Wealth Management

• President

  • Nov 2004 - Dec 2007

  Created M Wealth, a group dedicated to investment and wealth management for M Financial Group. Positions held included: President M Funds, President M Financial Asset Management, President M Financial Wealth Management.



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Senior Vice President

  • Sep 1989 - Jun 2003

  Held numerous positions with Schwab Institutional, a group dedicated to serving Registered Investment Advisors. Positions include Regional Market Manager, National Sales Manager and Chief Operating Officer