“I love to make the complex simple and to create clear choices where there once was confusion. It comes down to listening and caring and always being available.”
At Willow Creek, I work closely with clients to help them navigate a wide range of financial decisions – from retirement and education planning to business strategy and estate considerations. I bring a global perspective to our advisory team, shaped by over ten years of advising individuals and families in Marin County and San Francisco, and a decade before that in international investment management. No matter where you are in the world or in life, my focus is always on delivering clear, thoughtful guidance and a high level of personal service that clients can count on.
I’m particularly passionate about guiding clients through key financial decisions with clarity and care. I have a strong interest in college planning, property and casualty as well as estate planning, and enjoy helping small business owners design effective retirement and benefit strategies. Whether I’m building a plan or teaching others about financial topics, I’m energized by the opportunity to create thoughtful, personalized solutions that align with each client’s goals and values.
I live in Mill Valley with my wife, Donna, and our two children who are both currently away at college. I’m proud to serve as Treasurer and an executive committee member for the West Marin Fund, and I also enjoy volunteering with the Bay Area Financial Education Foundation, helping local middle and high school students learn the basics of personal finance. Outside of work and my community involvement, I’m also an avid skier and mountain biker, and I love running the trails throughout Marin. Whether outdoors with my family or volunteering in the community, I’m happiest when I’m active and engaged.
