“There are few things more satisfying to me than helping a client clear some financial – and indeed mental – hurdle. 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.”
JOIN DATE: 2016
CONTACT: [email protected]
I am proud to add a global perspective to Willow Creek’s client experience. I have worked as a financial planner and client advisor to individuals and families in Marin County and San Francisco for the past 11 years. Before that, I lived in Hong Kong for 10 years, where I was a senior investment manager and research analyst for one of Southeast Asia’s leading family groups.
I have a strong interest and expertise in college planning matters, helping small business owners with retirement plan and benefit strategies, and property and casualty and estate planning. I am a member of our Sustainable Investing Team and have developed a passion for values-based investing strategies.
I have also been a member of Arthur Anderson’s Economic & Financial Consulting Services Group, and have taught graduate level financial planning courses at Golden Gate University.
ON A PERSONAL NOTE: I live in Marin County’s Mill Valley with my wife and two children. I am a uniformed leader for the Boy Scouts of America, and am on the Tamalpais High Union Music Booster Board. I am also an avid skier and mountain biker, and I love to run the Marin trails.
EDUCATION:
- BA, Hamilton College
- CERTIFIED FINANCIAL PLANNER™ professional
AFFILIATIONS:
- The National Association of Personal Financial Advisors
- Certified Financial Planner - CFP Board
- Financial Planning Association
COMMUNITY:
- The West Marin Fund, Treasurer, Executive Committee and Board Member
- Mill Valley Scouts Troop 1, Executive Committee Member
- Tam High Foundation, Treasurer, Committee Member for Tam High Union Music Boosters (provides support for music programs at Tam High)
- Sustainability Council for Dimensional Fund Advisors
