I founded Channel Point Wealth Partners to create a more thoughtful, client-centered approach to financial advice.
Before transitioning to wealth management, I spent several years on the institutional side as a portfolio manager and equity analyst, focusing on long-term investing and disciplined decision-making. I’m a CFA® charterholder and earned my MBA from Columbia Business School, where I studied in the Value Investing program — experiences that continue to shape how I think about risk, markets, and portfolio construction today.
Over time, I saw that good financial advice isn’t just about investments — it’s about helping people make better decisions with everything they have. That includes understanding tradeoffs, staying grounded through uncertainty, and aligning financial resources with the life they want to live.
My role is to bring clarity and structure to that process — so clients can feel confident in their decisions and focus on what matters most.
The name Channel Point reflects how I think about this work. A channel is a path forward, and a point represents clarity and direction. My role is to help you navigate that path — bringing structure and perspective to your financial decisions over time.
Outside of work, life is full and busy in the best way. My wife, Kathy, and I are raising three young kids, and our home is often a mix of schedules, activities, and a bit of controlled chaos. We also have Dolly, our rescue dog, who keeps things lively around the house.
That perspective keeps things grounded. It’s a constant reminder that financial planning isn’t just about numbers — it’s about supporting real lives, real priorities, and the moments that matter most.
CFA® charterholder | B.S. Finance, USC