I am thrilled to bring my 20+ years of financial services experience to Superior Financial in the capacity of Practice Associate to work under Peter’s leadership to serve the practice’s client base. I am at a stage in my life and career where I feel called to help others in the stewardship of their wealth. Peter’s holistic, client-centric approach to financial planning is incredibly attractive to me, as are his skill and integrity.
I am a native Californian. My parents were public school teachers and I thought that was my career path as well. After college, I earned a teaching credential. Shortly thereafter, while I was living in Paris, France, I found myself working at a small American investment boutique called Value Investing Partners. Following my work there, I earned an MBA at the University of British Columbia. I then returned to Southern California where I spent the bulk of my career, first at the investment management firm Nicholas Applegate, and then to Brandes Investment Partners. During that time, I also became a CFA charter holder.
With my wife Alice, we have two daughters, Chloe (19) and Anais (16). Outside of work, my walk with Christ leads me to different activities. I have always enjoyed travel and culture. Finally, I am a certified health and wellness coach as I have become passionate about helping others with their wellbeing ever since being diagnosed with MS five years ago. In short, it is my privilege to contribute to the important work that Superior Financial does for its clients.
EDUCATION and TRAINING
- Bachelor of Arts, University of Oregon, Eugene, OR
- MBA, University of British Columbia, Vancouver, British Columbia
- CFA Charter holder, CFA Institute
