![]() I began my career with Price Waterhouse, where I earned my CPA. ![]() I am extremely proud to be a part of the Quantum Financial Advisors team. ![]() That year was 2005, and here I am today with our next generation firm, an incredible group of fellow partners, many years of experience in the industry, and a fantastic group of clients whom I have tremendously enjoyed getting to know and guide. My motivation felt justified, however, given a passion for what I was doing, a determination to create something special, and an untapped line of credit on my house. Looking back, it is difficult to believe that at a time when we each enjoyed new families (my identical twin boys had just turned one) and lucrative corporate careers, we started a wealth management firm with no potential clients ready to sign. The classmate, Darius Gagne, and I then created Quantum Wealth Management, building it from the ground up to help individuals and families accomplish what was most important to them in their financial lives. That question really resonated with me as it presented a rare opportunity to work in a spectrum of the financial field that excited me, while enabling me to positively impact people’s lives. While in school, a fellow classmate changed my future with a simple question, “Wouldn’t it be more rewarding to help people plan for their futures rather than help corporations plan for theirs?” Additionally, I have always had a passion for learning, so I entered the Executive MBA program at UCLA while working full time as a CFO. ![]() I have always had a passion for finance, and in my early 30’s I turned that passion into a successful career as a Chief Financial Officer. Chief Financial Officer, Partner, Advisor ![]()
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