A small, dedicated team of advisors and client-service professionals who know your name, your plan, and where it stands.
Founder & Lead Wealth Advisor
Founded Lucent Elm in 2016 to bring big-firm expertise to a personal, relationship-first practice, helping busy professionals and business owners make sense of retirement and build lasting wealth.
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Wealth Advisor
Came from the media & advertising world and now specializes in helping fellow professionals organize and grow their portfolios, making investing accessible, not intimidating.
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Wealth Advisor
Brings 36+ years of experience guiding investors through every kind of market, with a steady belief that each client deserves a plan built uniquely for them.
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Registered Sales Assistant
Passionate about helping clients turn financial goals into reality, and keeping every step of the journey smooth.
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Registered Sales Assistant
A 23-year U.S. Navy veteran who brings firsthand knowledge of military life to help fellow service members and veterans build and protect their financial futures.
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Operations
Helps steer clients through the process of taking control of their finances, with the same care he brought from years in patient care.
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Operations
Over 25 years of administration and corporate operations experience keeping the firm running seamlessly behind the scenes.
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Operations
15+ years in client service, dedicated to making sure no detail slips through the cracks.
Read moreThe best way to meet the team is a relaxed, 20-minute conversation, in our Los Angeles office or over Zoom. No pressure, no jargon, just a real conversation about your goals.
Mon–Fri 8:00 AM–5:00 PM · Weekends by appointment
