My Journey

Growing up in a Conservadox family I spent many Saturdays in shul. After my Bar Mitzvah I immersed myself in Torah trope, and managed to completely burn myself out.

After taking a few years off of Judaism, I restarted my Jewish journey in college. While getting my degree in Economics-Accounting-Spanish at Claremont McKenna College, I was the treasurer of the Jewish Student Union.

Post college I spent a year doing Jewish outreach in Silicon Valley, engaging students in novel ways at San Jose State, Santa Clara University and Foothill College.

I then continued on to law school at the University of Illinois where I spent much of my coursework studying taxation, and estate planning. As President of the Jewish Law School Association I brought a weekly parshah study to campus.

While in law school I met my wife Libby, a San Jose native. After graduating cum laude we decided to move to California to take the bar, which I passed in 2006.

I began my career at Deloitte Tax, working in the high net worth individual space, but moved on to Abbott, Stringham and Lynch focusing on estate, gift, and fiduciary tax returns. During my tenure in public accounting I passed the CPA and CFP exams.

After gaining experience in personal tax I joined Werba and Davis Advisors in 2009 as a financial planner. In 2017, I became a partner in Werba Rubin Papier Wealth Management LLC.

I live in Pleasanton with my three young daughters, wife, and English Bulldog. Having three kids has been a humbling experience and has taught me the importance of inter-generational wealth, good stewardship, and community support.

I strive to bring this experience to my wealth management process, and look for clients with a similar vision and values.