Shareholder and Senior Wealth Manager at an Employee-Owned wealth management firm located in Silicon Valley and San Francisco ✶ We have extensive experience tackling the complex financial needs of individuals, families and institutions ✶ Services include strategies addressing wealth transition, ...more

Shareholder and Senior Wealth Manager at an Employee-Owned wealth management firm located in Silicon Valley and San Francisco ✶ We have extensive experience tackling the complex financial needs of individuals, families and institutions ✶ Services include strategies addressing wealth transition, divorce financial planning and executive compensation, ✶ Visit: https://www.sandhillglobaladvisors.comless