I help lead the family business transitions team at Whittier Trust. I work with affluent individuals and generational families to establish their family offices at Whittier. Clients also work with me to prepare the families and finances for a successful family business transition.

I earned my Bachelor of Arts degree at U.C. Berkeley. After joining Whittier Trust in 2014, I earned a Certificate in Financial Planning at Pepperdine and later a Certified Exit Planning Advisor certification at the Exit Planning institute. I have ten years of experience in advisory services at Whittier Trust, focusing the last five on generational transitions in families.

I joined Pacific Council in 2017 and have enjoyed the friends and connections I've made since then. I find Pacific Council helps me stay connected to current events and important geopolitical developments. The speakers are always engaging and offer unique and valuable insights.