Devin provides enterprise-grade wealth management for tech professionals, specializing in applying the same rigorous systems-thinking to personal balance sheets that global corporations use to scale. As an Investment Adviser Representative at Farther, he leverages over 15 years of experience at Workday—where he implemented global financial systems across New York, London, Sydney, and Hong Kong—to help clients optimize equity compensation, tax efficiency, and multi-generational wealth.
Why the shift from enterprise tech to wealth management? Devin spent over a decade helping the world’s largest companies find a "single source of truth" for their data; he realized tech leaders deserved that same clarity for their own families. He treats your personal finances like a high-growth engine, replacing fragmented spreadsheets with a streamlined, high-performance strategy. He believes your personal wealth should be as innovative and efficient as the technology you build every day.
Devin holds a B.B.A. in Finance from the University of San Diego and brings extensive international strategic experience to his fiduciary practice. Outside the office, he is an avid traveler inspired by the diverse cultures he encountered while living abroad. He remains committed to helping clients achieve lasting financial clarity through a professional and approachable partnership.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
