Thank you for visiting. You’ve likely been referred here by a client, friend, or partner. My firm is intentionally small, specialized, and boutique.
I started in the advice business in 2012 as an intern at First Allied Securities. Lucky for me, I got to see the inside of a lot of classic wealth management firms - how the sausage was made.
Fast forward to 2016, I've worked a few years in the industry, but I'm not happy with my trajectory; I want to write my own story. A couple of industry veterans create a platform called XY Planning Network, seemingly tailor-made for me & my dreams. I want to serve the next generation of clients in a transparent, technology-driven manner, and I'd like to do it on my own terms.
XYPN's message of "yes, you can do this" at their September 2016 conference in San Diego was the catalyst for launching Montebello Avenue, which went live in February of 2017.
Today, clients includes startup founders, employees of tech giants like Apple, Amazon, Google, and Shopify as well as Phoenix-area employers like ASU, Offerpad, and Caris Life Sciences, among others. My firm's client roster is among my most treasured accomplishments.
- are an employee, founder, or executive with equity compensation (ISOs, NQSOs, RSUs, etc.)
- have a significant capital gain in company stock, private business, cryptocurrency, or real estate
- lack the time & energy to optimally manage your significant personal wealth
- would happily outsource investments, planning, and tax needs to a credible partner
- are considering retirement, semi-retirement, or a career change,
then we should talk. Your key transition periods are full of crucial details. I help investors protect themselves & their families from costly mistakes. I'm a specialist in early retirement, equity compensation, and capital gains planning.
Some personal fun facts: I'm the youngest – and tallest – of four siblings. I’m married to the world’s most beautiful occupational therapist. I love basketball, baseball, sushi, and my two dogs. I’m a Mississippi native, Phoenix resident, and I can get by in both Spanish & Portuguese.