I work with content creators, influencers and media professionals both in front and behind the camera. Many of my clients live in Los Angeles, but I work with professionals across the greater US.

My investing experience started when I was only 10 years old. My grandfather was a business owner and stock market investor in a small town outside of Youngstown, OH. Seated on his lap, we would flip through the newspaper business section and pick out stocks for my own account he had opened. He let me call in our orders to his broker. I still own many of those investments today.

I grew up in Cleveland, OH, where winters are long, cold and unforgiving. I was drawn to the entertainment industry at a young age, took TV production courses in high school and set my sights on moving to Los Angeles.

Shortly after moving, I found myself at Warner Bros. Studios producing Blu-ray, DVD and digital content files. In this role, I learned how to ask great questions and manage my clients' realistic expectations. I had the pleasure of working with some of the finest filmmakers in the motion picture industry, an experience which I am forever grateful.

I focus on three core principles:

1. What is most important to me is learning more about what is most important to you.
2. I use an established process to help build strategies tailored to achieve your goals.
3. We will partner together to keep you on track.