“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
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, am on the board for the Mill Valley Little League, and have helped coach my daughter’s softball team. I am also an avid skier and mountain biker, and I love to run the Marin trails.
As we celebrate Earth Day 2021, the world of sustainable investing is undeniably expanding –more investors are becoming aware of its promise, and more money is flowing in. Still, investors have questions: do my investment dollars make a difference? Does Sustainable Investing help bring about change and lead (or force, in some cases) companies to behave […]
California gets an “’F’ when it comes to preparing our children for the real world of money,” says the most recent report by the Champlain College Center for Financial Literacy. The Center graded every state on their efforts to produce financially literate high school graduates, and California scored close to the bottom. There’s just no […]
That is a question we often hear from prospective clients. The answer is, yes — and no. There is always uncertainty, and the markets could plummet tomorrow. Even though we follow markets closely and read endlessly, we can’t predict the future. So, let’s look at the market right now. There are lots of reasons we […]