15 years as independent MFO, CFA, CFP, CLU with MBA- from PIMCO, Mellon Private Asset Management, Board Member of New Majority (OC), Founding Board Member of GenNext.com. Also co-founder of Levendi Winery in Napa, CA. Also, private pilot and real estate licensed. We work in partnership with our 100 family Clients on helping them be the Hero of their Journey in Life.