Managing Director / Client Relations
What you do: Member of the management team and investment committee. Primary responsibility for client/family relations.
What you love most about being a part of Ohana: Ability to develop deep, personal, and trusting relationships with each of our families.
What you support: I currently serve on the endowment investment committee of the University of San Francisco. I am actively involved with or contribute to a variety of environmental organizations: Marin Agricultural Land Trust, Point Blue Conservation Science, The Nature Conservatory, Environmental Defense Fund, as well as the Southern Poverty Law Center, and others.
BS from the United States Naval Academy
MBA from the University of San Francisco
Certified Financial Planner®
U.S. Marine officer and aviator
Graduate of the US Navy Fighter Weapons School (Topgun)
Profile: I spend a lot of time hiking or biking the trails of Mt. Tam and other locations. I love international travel, food, and wine.
Words to live by: "There is a road, no simple highway, between the dawn and the dark of night, and if you go no one will follow, that path is for your steps alone…" -G. Dead - Ripple