With more than 20 years serving in the investment industry, I bring a wide range of experience working one-on-one with clients, serving as a financial consultant, CEO, and fintech entrepreneur.

My goal at SkyOak Wealth is to continue integrating technology into your advisor-client experience, delivering the best quality investment and financial life planning advice available.

During my time as CEO of Wealthcare Capital (owner of Financeware) and as the Founder and CEO of Blackfish Financial, a digital advisor startup company, I developed a clear passion for advancing the human elements of the advisory experience by empowering advisors with better tools and technologies.

My wife, Kathi, and I currently live in Northern California.