Originally from Chicago, I made my way to California to pursue my education in economics at Pomona College, where I discovered my love for the Bay Area. Now, having called San Francisco home for over a decade, I've immersed myself in its vibrant culture and community. My career in financial advising began at a boutique investment management firm in Chicago in 2004 and has since taken several different forms, including attending the University of Chicago Booth School of Business for my MBA, starting a own solo financial advising practice, launching and growing a startup focused on accessible financial planning, and investing in private companies focused on making a positive impact in the w