San Francisco, CA
Highlights
Industry: 1992
KAR: 2011
EDUCATION
- MBA, Georgetown University McDonough School of Business
- B.A., Classics, University of Notre Dame
PRIOR WORK EXPERIENCE
- Institutional Vice President –
Fisher Investments - Director, Financial Services Group – Orrick, Herrington & Sutcliffe LLP
CERTIFICATIONS AND CREDENTIALS*
- Registered Investment Adviser Representative
- Series 65
RECOGNITION
2018-2026 Forbes Best-in-State Wealth Advisors
| Q: | What Do You Enjoy Most About Your Job? |
| A: | One of the most rewarding aspects of my job is to work with successful individuals who have incredible life stories. We partner with them to develop a financial plan to help them with financial freedom so they can live the lifestyle they want.
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| Q: | What Do You Enjoy Most About Working at KARWA? |
| A: | I enjoy working at KAR because of the variety of clients I get to work with. We work with individuals who are in the early stages of their careers and are looking to grow their assets, as well as individuals who are at or nearing retirement and are looking for capital preservation and diversified income streams. We also work with individuals and families who are thinking about the most efficient way to pass on their wealth to future generations. |
| Q: | How Does KARWA Approach Wealth Management Differently? |
| A: | We do things differently here at KAR. For over thirty years, we have been focused on high-net-worth individuals and investment management. With over a quarter of our employees focused on research, we can offer our wealth advisory clientele access to both proprietary strategies not widely available to the general public as well as external managers offering what we believe are best-in-class strategies.
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| Q: | What Do You Hope to Achieve for Your Clients? |
| A: | I hope to help my clients achieve financial freedom and security. For example, I recently worked with a client who was anticipating a big windfall from his professional endeavor. We worked together to create a plan for when that event would happen – working on income, potential lifestyle changes and how to invest that money tax-efficiently – so that he and his family could enjoy the lifestyle they had worked so hard to achieve.
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| Q: | What Are You Involved in Outside of Work? |
| A: | I enjoy spending time with my family around San Francisco’s Bay Area. My wife and I have four children and we support the Menlo Park-Atherton Education Foundation, Pathways Home Health and Hospice, Lucile Packard Children’s Hospital and St. Raymond’s Catholic Church, among other organizations. I spend any free time outdoors, golfing, surfing, biking and coaching my children’s teams. I also enjoy cooking new recipes, recording and playing music and am a loyal fan of Notre Dame Football and Soccer. |
Contact Form for Wealth Management
*If you have any questions regarding a particular professional’s credentials or for more information regarding each credential’s requirements and qualifications, please contact KAR to receive a copy of your professional’s Form ADV Part 2B.
The 2026 “Best-In-State Wealth Advisors” ranking was given by Forbes in April 2026 and covers the year 2026. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.
The 2025 “Best-In-State Wealth Advisors” ranking was given by Forbes in April 2025 and covers the year 2025. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.
The 2024 “Best-In-State Wealth Advisors” ranking was given by Forbes in April 2024 and covers the year 2024. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.