With over 12 years of experience as a financial advisor, I help entrepreneurs plan and invest to build lasting wealth, realize their ideal retirement, and leave a legacy. As the President of Sonoma Wealth Advisors, I lead a team of professionals who specialize in family wealth management, offering comprehensive and customized solutions for financial planning, asset management, insurance planning, estate planning, and education planning. I am passionate about learning and sharing my insights on the markets, psychology, and the process of life. I co-host two podcasts, Lead Your Firm and On the Markets, where I discuss leadership in RIA's and Market and Economic issues.