Chief Compliance Officer, Partner
(818) 591 6214
B.S. in Business Administration, Touro University International
J.D., Southwestern Law School
To me, wealth is the ability to do the things that give our lives meaning, such as spending time with family or involvement in our community. So many people get caught up on the “hedonic treadmill” in their pursuit of wealth and ultimately find that their goal isn’t achieved by seeing a certain balance reflected on their portfolio statement. Focusing on meaningful experiences can make us truly wealthy, regardless of our net worth.
As a risk management professional, I take pride in building a resilient firm that can support our clients and their future generations. By working “behind the scenes” to maintain a strong and compliant firm infrastructure, I’m able to ensure that our advisors can provide the highest possible level of service to our clients.
I’m the oldest of twelve siblings. Things weren’t quiet growing up with nine brothers and two sisters, but I could always count on having enough players for a full-court basketball game at any time!
Director of Portfolio Operations
B.S. in Economics, St. Petersburg State University, Russia
Master of Arts in Applied Economics, Northeastern University
Chartered Financial Analyst (CFA) designation
To me, wealth means security, freedom, and balance. It’s the peace of mind that comes from being financially secure and able to care for my family. It’s the freedom to explore new opportunities, make choices, and experience new places. And it’s maintaining a healthy balance between working hard, being present for my children, and taking care of my physical and emotional well-being.
Helping others is what motivates me most. Whether my work contributes to someone’s financial security or simply supports my colleagues in a meaningful way, I find it deeply fulfilling. I also enjoy solving problems and making processes run more smoothly.
Outside of work, my interests over the past decade have included Latin dancing, yoga and meditation, and choral singing.
Operations & Compliance Associate
Bachelor of Business Administration (B.B.A) in Management, Texas State University
Wealth isn't just about accumulation, rather it’s about having the freedom and security to operate from a place of strength, rather than constraint. I see money as a tool, and its true value is in how it enables you to create, protect, pursue, and experience what matters the most to you.
Working alongside colleagues who are genuinely passionate about what they do is inspiring. There's a deep sense of fulfillment in knowing our work creates stability, supports growth, and ultimately empowers our clients to achieve their long-term goals.
I'm an outdoor enthusiast, avid hiker, and novice climber. I’m always seeking new trails and adventures where I can.
