Lachlan has worked in finance since 2006, with experience in corporate governance, proxy research, vote management and cloud and digital workflow technology. As a financial advisor, he feels a true sense of purpose helping clients achieve their goals. Lachlan became a wealth advisor at Equius Partners in 2017 and is now part of Wealth Enhancement Group after the firms joined forces in 2023. A fifth-generation native to the city of Marin, California, Lachlan grew up sailing, hiking, wakeboarding and exploring the Bay Area. He also enjoys restoring vintage boats and classic cars.