Wealth Manager | Founder at
Red Night Capital
Years of Experience
5 years
Number of Clients
30
Average Client Size
$1,000,000
Member Since
2026
I believe most people are one good plan away from a completely different financial outcome. The strategies that protect wealth, reduce taxes, and create real security aren't complicated; they're just rarely explained or offered. My team and I's job is to close that gap, and to make sure the people I work with never leave value on the table simply because nobody showed them the options.
Clients fall into 3 categories for us: 1) Executives and business owners who want to keep more of what they built -- especially around a liquidity event like a business sale, real estate, or concentrated stock position. 2) High-earning professionals who want strategies that compound their growth without forcing a choice between building wealth and living their life. 3) Retirees focused on protecting what they've accumulated and generating income in the most tax-efficient way possible.
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Bachelor of Arts, Psychology Pre-MBA
Obtained in 2017
CIO | Wealth Manager | Co-founder
2023 - Present
Treasury Portfolio Advisor
2022 - 2023
Portfolio Manager
2021 - 2023
Wealth Manager | Portfolio Manager
2018 - 2020
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