We are a story of authenticity, diversity, purpose, and values driven by an in-house team that blends the entrepreneurial spirit of a boutique firm with the comprehensive resources of an established leader.
Provides planning and investment advisory services to professional athletes, entertainers, and entrepreneurs
Prior to joining MAI in 2022, was a Managing Partner of Intersect Capital
Clients include Academy Award winners, NFL and NBA World Champions, MLB All-Stars, and notable PGA golfers
Known as the Money Whisperer in NBA circles, has played a leading role in high-profile deals including one of the largest shoe contracts in the NBA, the creation and launch of Slow Grind Media, and the establishment of leading wine brand Diamond & Key
Life Outside of MAI
Serves on the board of trustees for the Special Olympics of Northern California, the Thompson Family Foundation, and the Gordon Family Giving Foundation
University of Arizona, MBA
We look forward to learning about your financial goals.