Advisor profile


My approach

I specialize in helping families, veterinary practice owners and other small businesses by providing comprehensive financial advice and wealth management strategies for the owners, the employees and their families.

I take the time to develop a deep relationship with my clients to understand their unique situation, then work closely together with them to create a plan that helps them reach their goals.

Areas of focus

  • Investment Management
  • Small Business
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • BA (1994) & MA (1996) Engineering and Business, University of Cambridge, Cambridge, UK
  • MSc (2003) & PhD (2005) Astronomy, University of Illinois, Champaign-Urbana, IL

Interests

  • Golf
  • Cycling
  • Skiing
  • Triathlon
  • Skiing and outdoors
  • Travel
  • Surfing and watersports
  • Pets
  • Astronomy and science
  • Photography

Community participation

I am a member of the Pasadena Rotary Club, participating in various community projects. I am an Ambassador for the First Tee of Greater Pasadena, an organization which seeks to teach area youth life skills through the game of golf. I serve on the volunteer board of directors of the Glendale Community College Foundation which raises funds to support students attending the college.

  • First Tee of Greater Pasadena
  • Glendale Community College Foundation
  • Pasadena Rotary Club

Previous experience

  • Goldman Sachs & Co, Risk Manager, 1994-1999
  • NASA Jet Propulsion Laboratory, Scientist/Engineer, 2005-2014
  • Arroyo Investment Group, Marketing Director, 2015-2017