I founded Monroe Wealth Management in 2019 after a career in the brokerage world. As President and Chief Investment Officer, I lead the financial planning team and bring over a decade of experience in wealth management to every client relationship. I’ve held my CFP® designation since 2016 and also have a master’s degree in finance.

That expertise translates directly to our clients' bottom line, through strategies that unwind concentrated stock positions from RSUs, minimize Alternative Minimum Tax (AMT) exposure, and maximize returns and minimize taxes around a liquidity event or IPO.

Outside of work, you can find me exploring the restaurants of San Francisco, traveling to my next scuba diving destination, or at the Kezar pub watching a Liverpool game.