I founded Oakland Wealth Management in 2004 and became managing partner at Planning Alternatives in 2009. I like helping individuals and families live their purpose by getting clear on their relationship with money. I want to make an impact on the lives of people and how they experience the world using the tool of money as the entry point.

Memorable client moment

One of my most memorable moments was with a young entrepreneur who was burned by some financial experts he had trusted. He was highly skeptical of the industry—and rightly so. Working together, we created a financial plan that was anchored in his best interests, with a transparent investment strategy to benefit him and his family. Everything was designed to allow him to concentrate on what he wanted to do most: spend time on his tech business and spend time with his family.

What does true wealth mean to you?

Living with a sense of freedom which means tuning into where purpose, inspiration and impact show up in life. Trusting that a bigger picture story is in play with every person I meet and being curious around how I can support them in their journey.