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I lead a team that provides specialized and comprehensive advice to entrepreneurs, executives and private equity and VC professionals. I believe accomplished clients and their families should not spend their time worrying about their finances and investments. That’s my job, and I’ve structured our team to enable our clients to leave that to us so they can focus on what they do best: building and leading successful companies.

Before my wealth management career, I was a partner in a law firm. For eight years I tried cases in which investors sued financial advisors. I learned that good advisors have integrity, sound judgment, a highly specialized practice and are dedicated to their clients.

Clients say they work with me because I am dedicated to them. My experience and judgment in managing their complex financial lives enables me to advise them on issues ranging from preserving their wealth and enhancing their portfolio, to minimizing taxes, transferring wealth to their children and future generations, and increasing their philanthropic impact.

My wife, Catherine, and I have been married for 36 years. We have four children spread across the US building their own careers. I serve on the Board of the Boys & Girls Clubs of San Francisco, where we help children realize their full potential, particularly those from disadvantaged circumstances.

My clients are successful, fascinating and switched on. When we discuss something important to them and I hear the excitement in their voice, I realize how fortunate I am to be in this profession.

• Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Barron's Top 1,200 Financial Advisors, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025
  The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
• Barron's Top 100 Financial Advisors, 2025The Barron's rating is awarded annually in April and is based on information from the prior year Q4.
• Forbes America's Top Wealth Advisors, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• New York Law School, J.D., magna cum laude
• Indiana University Bloomington, B.S. Finance
• CA Insurance License #0H86207

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I advise a select group of families on all aspects of their wealth, serving as their personal CFO. I manage their liquid assets, optimize their balance sheets, and design strategies to meet both lifetime and legacy goals—freeing them to focus their energy elsewhere.

With over two decades in wealth management, I’ve built enduring partnerships grounded in trust, precision, and accountability. This is my passion. My experience as a UCLA football player instilled in me the value of teamwork, discipline, and the power of process over potential – principles I bring to every client relationship.

Many of the individuals and families I advise are founders, early employees, and entrepreneurs/executives navigating complex financial and generational decisions. They value my meticulous, strategic approach. My expertise includes managing concentrated wealth, optimizing tax outcomes, and leading comprehensive estate planning tailored to each family’s long-term goals and multigenerational vision. 

My wife Lauren and I live in Marin County with our three young children and spend most of our weekends outdoors.  We love visiting Santa Barbara or Lake Tahoe in any season and enjoy skiing, hot Pilates, and gardening together.

"I have found that a sharp focus on process and preparation almost always leads to the optimal outcome. We plan with intention; we execute with purpose."

• Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• UBS Wealth Management Director’s Council, 2024UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.
• UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• University of California, Los Angeles, B.S. Mathematics/Economics
• Yale School of Management, Wealth Management Theory & Practice

• Managing Director
• Series 7 License
• Series 66 License

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As a partner in Labyrinth Wealth Advisors, I specialize in working with founders, c-suite executives and early employees who are new to wealth and want to understand the landscape of their planning options. Taking a collaborative approach, I help clients understand what they're worth on paper and after-tax, explore their long-term vision for success, and find ways to achieve their goals tax efficiently.

Before joining UBS, I was a top advisor for BNY Mellon Wealth Management and spearheaded the build-out of the West Region's Founders and Executives Practice. Prior to my wealth management career, I worked at London Financial Studies where I discovered my passion for educating clients about the financial markets.

My specialties include Qualified Small Business Stock planning (also referred to as Section 1202 if you want to sound impressive at cocktail parties!), stock option analysis and family financial education.

I live in San Francisco with my fiancé, Ben. When I'm not buried in Carta, you can find me traveling, powerlifting or trying to get my socks back from our dog.

In building a business practice, I take Bill Walsh’s quote “the score takes care of itself” to heart. I am a firm believer that if you take good care of your clients and stay true to your word, the rest will follow.

• Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• New York University, B.S. and B.A. (Honors)
• Northwestern University, Certificate of Financial Planning
• Cannon Financial Institute, Certified Wealth Strategist

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I am one of four advisors on Labyrinth Wealth Advisors. I work with founders, executives, venture capital partners and legacy families on everything that touches their financial lives. I love my career because I have the opportunity to learn everything about our clients, understand what is important to them and turn their goals into reality.     

Before transitioning to private wealth management, I was a white-collar defense attorney at O’Melveny & Myers, a leading international law firm. I represented companies and executives in state and federal investigations across various industries, including tech, banking, healthcare and aviation. Though the focus has changed, my role has always been the same: to help people find solutions when the stakes are high. I take this responsibility very seriously. 

My areas of specialty include pre and post-liquidity planning, tax minimization, investment management, estate planning, wealth transfer, philanthropy and legacy, and working with women executives. 

The Bay Area has been my home for the better part of the last 15 years. I live in San Francisco with my husband, Scott, and daughter, Charlie. 

I approach our private wealth management practice like I approached the law—I learn absolutely everything I can about our clients, help them construct their broader plan around what matters to them, earn their trust and continue to advocate for them at every step.

• Barron’s Top 250 Private Wealth Management Teams, 2024, 2025The Barron's rating is awarded annually in May based on information from the prior year Q4.
• Forbes Best-in-State Wealth Advisors, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Top Women Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• University of California, Berkeley, J.D.
• University of California, Berkeley, B.A.
• CA Insurance License #4019006

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Leading Labyrinth Wealth Advisors’ portfolio management team, I work in partnership with UBS’s investment research teams to create tax- and fee- efficient portfolios that meet our clients’ needs. I bring the firm, and our team’s, best thinking and resources while taking into account each client’s unique investment goals, risk tolerance and timeline. Together, we develop a plan that meets their expectations and sets them up for success.

Prior to joining UBS, I was an analyst at Brownson, Rehmus & Foxworth and Delegate Advisors where I grew a deep appreciation for navigating complex balance sheets for founders, executives and their families.

My specialties include portfolio construction and tax, estate, and financial planning.

I was a cross country runner at University of California, Berkeley and qualified for the Olympic Time Trials in the Marathon in 2012, 2016 and 2020 (my personal best marathon time is 2:17:07!). My wife, Jordan, and our two daughters live in Burlingame, where—you guessed it!—I still enjoy running.

My process is simple. I approach every client situation with the question, “What would I do if I were them and in this position?” I find that this always leads to the best answer and outcome.

• University of California, Berkeley, M.B.A.
• University of California, Berkeley, B.A. Economics (Honors)

• Chartered Financial Analyst®

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As Head of Operations for Labyrinth Wealth Advisors, I rely on my two decades of experience leading operations for client teams to ensure a smooth client experience.

Prior to UBS, I began my career with Merrill Lynch as a client service assistant. I learned what all the moving pieces entail to deliver a positive client experience. This led me to become an Operations Manager at UBS in 2008, helping teams execute on an efficient day-to-day process for long-term success.

My specialties include tax organization and reporting, lending and outside investments, and philanthropic and foundation administration.

I live in the Menifee area with my husband, Robert, and our two beautiful children. We enjoy watching football and exploring the surrounding area.

We are in the service industry, dedicated to developing long-term connections. There is no problem too little or beneath me that I can't handle. I want clients to consider us first for assistance if they have a problem.

• University of California – Riverside, B.S. Business Administration

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As a Senior Wealth Strategy Associate for Labyrinth Wealth Advisors, my responsibilities include research, analysis and portfolio management.

Before starting with UBS in 2018, I was an analyst at a boutique executive compensation consulting firm.

My specialties include providing highly customized wealth management solutions to clients that incorporate all aspects of their financial needs.

I was a competitive ski racer until 18 and met my wife, Ellie, when we raced together on the same team in the eighth grade. We live in Piedmont, where we continue to enjoy skiing, mountain biking, surfing and trying new taco trucks together.

One of the greatest life lessons I ever learned came from my grandfather. When dining out together, my grandfather would never order a dish for himself. Instead, he would ask my grandmother what she planned to eat and then order something for himself that he knew she'd also enjoy. If my grandmother didn't enjoy her dish, my grandfather would silently switch the plates and finish the remainder of her meal. With this simple and meaningful demonstration, my grandfather taught me to put others first without saying a word.

• Columbia University, B.S. Mechanical Engineering (Cum Laude)
• Whitman College, B.A. Natural & Mathematical Sciences

• Chartered Financial Analyst®

As a Client Associate for Labyrinth Wealth Advisors, I’m responsible for providing excellent client engagement and experience. Whether keeping in touch via e-mail or creating memorable client events, I'm always working to make sure our clients are taken care of.

Before joining, I worked for 15 years at BNY Mellon Wealth Management and Wells Fargo Advisors, assisting financial advisors with communication and helping them navigate major client milestones.

My specialties include ensuring that every one of our clients and external partners get the best experience possible.

A Bay Area native, I enjoy spending time with my niece and nephews, listening to live music, and endlessly searching for the ultimate recipe for chocolate chip cookies.

Rudyard Kipling stated that “for the strength of the pack is the wolf, and the strength of the wolf is the pack.” I’ve always loved this quote and think it really encapsulates my philosophy of teamwork.

• San Francisco State University, B.A.

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As a Senior Wealth Strategy Associate, I partner closely with our team’s financial advisors and their clients to optimize their investment, tax, estate and philanthropic goals.

Before joining UBS, I worked in various roles at BNY Mellon Wealth Management for six years. In my last role as Associate Wealth Manager, I was responsible for developing and implementing goal-oriented financial planning recommendations and investment advisory services for the firm’s diverse client base.

My specialties include portfolio allocation, trading, research, cash flow forecasting, tax and estate planning, and education planning. 

Originally from the Bay Area, I still reside in San Francisco, where I enjoy golfing, snowboarding, playing guitar and exploring new restaurants with friends and family.

As Theodore Roosevelt so famously stated, “people don’t care how much you know until they know how much you care.” These words have served as a guidepost for how I work with my clients and team.

• California State University – East Bay, B.S.
• UCLA Extension, Certificate in Personal Financial Planning

• CERTIFIED FINANCIAL PLANNER®

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As a Client Service Associate for Labyrinth Wealth Advisors, I support a team of financial advisors with ongoing administration and operations.

Prior to UBS, I spent 15 years at JP Morgan in the UK focusing on compliance. I realized I wanted to take these skills and apply them to operations, which led me to joining Robert W. Baird as a Client Associate.

I bring value to our team and clients by overseeing every detail of operations and ensuring our team doesn’t miss a beat.

I live with my husband and two children in Larkspur where I enjoy yoga, hiking the many trails of Marin County, and cooking for family and friends.

As one of my favorite chefs Julia Child once quipped, “Always remember: If you’re alone in the kitchen and you drop the lamb, you can always just pick it up. Who’s going to know?” This quote has been a refreshing reminder to me that mistakes happen and to roll with the punches.

• Birmingham University, United Kingdom, B.Sc. in Economics

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I am responsible for research, analysis and portfolio management.

I joined UBS in 2017 to help business owners prepare for liquidity events.  Far from a one-size-fits-all approach, I developed a deep understanding and appreciation for complexity, and the challenge of making things as simple as possible for our clients. 

My specialties include market analysis, portfolio design and management and building analytical models to help clients evaluate financial decisions. 

Outside of the office, I am with my fiancé, Chandler, and our Vizsla, Arlo.  There aren’t many outdoor activities I dislike, but also enjoy cooking, consuming as much Formula 1 content as possible, and masquerading as a vintage car mechanic.

By far the best aspect of my work is the opportunity to get to know incredibly interesting and dynamic people, on a level beyond just helping build a portfolio.  It’s those person-to-person connections that make this field so special and energize me the most.

• Whitman College, Economics

• Chartered Financial Analyst®

Our partner, teammate and friend, Mike Barnowski, died suddenly in September 2020. We were devastated and remain terribly sad.

Mike was a founding partner of our team; he and Chris built our business over 19 years together. Mike was principled and fiercely loyal. He told his clients what he thought they needed to hear and what was best for them. He took his work on behalf of his clients very seriously, while managing never to take himself too seriously, and his legendary sense of humor made it a blast to work with him. Mike treated everyone with respect, particularly those whom others overlooked. It is a tragic loss for us. We are especially sad for Mike’s wife, Michele, and their two young children.

We are trying to honor Mike’s legacy by being the listener, advocate and true confidant he was. Mike was an extraordinary partner; we hope to be the same to each other and to our clients.

We miss you, Mike.

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As a Registered Client Service Associate for Labyrinth Wealth Advisors, I support our team’s financial advisors by delivering seamless client service and operational precision. 

Before joining UBS, I began my career as an analyst at Truist Wealth, where I supported advisors with planning for transition events involving their most complex clients. That experience sparked my passion for providing thoughtful support during key financial moments.

I bring value to our team through my strong attention to detail, proactive communication, and commitment to making sure every client interaction is handled with care and accuracy.

Originally from Southwest Florida, I now enjoy exploring the Bay Area, particularly anything outdoors. Outside of work you can find me playing sand volleyball, discovering new hikes, or paddle boarding in the bay.

One of my favorite quotes is from Pema Chödrön: “Lean into the sharp points and fully experience them.” It reminds me to tackle challenges head-on and embrace the growth that comes from discomfort.