I work closely with families, owners of closely held businesses, and charitable organizations . I strive to foster close personal relationships with my clients so that I can better understand their needs and investment goals, and ultimately help bring clarity to their financial lives. My clients value Westmount’s pursuit of unique and innovative investment opportunities, without conflict or bias, and access to state-of-the-art financial planning tools. After spending most of my life in northern California, I moved to Los Angeles to study business and finance at the University of Southern California. I have spent my entire career in the wealth management business and currently live in Luna