As a seasoned veteran of the financial services industry in Los Angeles and in my role as LA Market Leader for Wells Fargo Advisors, I take great pride in working with local Financial Advisors who seek to provide holistic wealth management solutions for their clients. As of 2026, we have 8 locations in the Los Angeles area, 40 bank branches, and over $91 billion in client assets under management.
As one of the founding members of the Westwood branch of Wells Fargo Advisors 20 years ago, we have cultivated a culture of entrepreneurship, growth, and collaboration. Our access to a very talented network of local subject matter experts has enabled us to enjoy great success in the High Net Worth and Ultra High Net Worth space, where our platform allows for solving even the most complex wealth management issues facing our clients.
All of my professional career has taken place here locally in Los Angeles, and providing leadership and resources to Financial Advisors is the most fulfilling aspect of my career. I especially enjoy helping advisors grow their practice through leveraging the various resources within the Wealth and Investment Management business of Wells Fargo & Company. Philosophically, I believe that you, the Financial Advisor, are our client and that the primary reason for our existence as a firm is to support the unique relationship that you enjoy with your clients.
I enjoy spending time with family and attending various sporting events in the great sports city of Los Angeles. I am involved with different groups that focus on serving our community, including the Westside Food Bank in Santa Monica.