I founded Azul Private Wealth to provide personalized financial advice built on trust, transparency, and long-term relationships. I wanted to create a firm where clients receive thoughtful guidance tailored to their unique circumstances and goals.
I spent more than two decades in corporate finance — most recently as a Director of Corporate FP&A — building the budgets, models, and forecasts that large companies rely on to make confident decisions. I founded Azul Private Wealth to bring that same discipline to individuals, families, and business owners, instead of just the boardroom.
I work closely with tech professionals and small business owners, including healthcare and dental practice owners. My clients are often highly accomplished in their careers but face complex financial decisions. I founded Azul to help bring those moving pieces together through coordinated, personalized financial guidance.
My philosophy is simple
- Put clients first.
- Keep investment strategies disciplined.
- Focus on long-term outcomes.
- Build lasting relationships.
As a fee-only fiduciary, I am committed to acting in my clients' best interests.