At SilverCrest Wealth Planning we love helping clients get secure in their wealth, enjoy it, and use it to help the people and causes they care most about.  

We want clients to move from uncertainty to security and from anxiety to enjoyment with their wealth.

Our values are simple:


We treat others as we want to be treated.  We expect kindness and respect.  We do what is right for our clients, our colleagues, and our firm and hold ourselves to the highest standards of integrity.  We want to make the world a better place through our work and by helping others.


We believe that it’s all about showing love to our family, loved ones, friends, clients and colleagues.  At the end of our lives we think that this is what will matter most.


We deliver on our commitments and take responsibility for results.  We take responsibility for everything around us.  Blaming others, making excuses, or avoiding responsibility are not how we operate.  Our obsession with quality leads us to ask how we can improve our client’s experience, ourselves, our processes, our tools and how we do things.  We have thick skin so we can ask for and give honest feedback to one another.  We question how we do things and why. 

Meet the Team

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I grew up in Wisconsin and made my way to New York City as a young man.  There I worked full time to put myself through evening classes at Columbia University where I studied Philosophy and Finance.  After graduating I discovered that I loved wealth management and applying my knowledge of finance to helping successful families protect and grow their wealth.  I obtained the CFA Charterholder and Certified Financial Planning (CFP®) designations to help me serve clients fully.  Most recently I was the Team Leader for the Rocky Mountain region for BNY Mellon.  I oversaw all aspects of client service and investment management for local client portfolios totaling over a $1bn.  I also served on the national investment strategy committees overseeing over $200bn of client assets.  I helped clients organize family meetings to introduce their children to their estate plans, family wealth, and advisor teams to begin preparing them to handle family assets.
When I’m not working I love spending time with my three children, Caleb, Soleil, and Emma and my amazing wife Michelle.  I enjoy cycling (both road and mountain), fly-fishing, hiking, camping, and skiing.  My wish list includes visiting the “bourbon highway” in Kentucky, climbing Mt. Ranier, and hiking the entire Colorado Trail.  I am honored to serve on the board of Arma Dei Academy, a classical Christian school that our kids attend.



Originally from San Diego, I am the daughter of hard-working immigrant parents. I grew up in a family where innovation, risk-taking and entrepreneurship were celebrated – and those values have been deeply ingrained in me ever since. I graduated from the University of California, San Diego with a BA in Psychology and worked for a technology incubator in San Diego at the very beginning of the dot-com era. A few years later, I moved to New York City and received my MBA from NYU’s Stern School of Business with specializations in Finance and Operations. In my [very,very] limited free time, you might find me planning our next dinner party, developing an itinerary for our next family road trip or training for my next belt in Taekwando.