“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, 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.
Originally published in North Bay Business Journal Diversification. Financial Advisors use this word a lot when describing how the best portfolios are constructed, and it’s one of the keys to a successful investment strategy. The big idea here is that a properly diversified portfolio will mitigate losses because investments react to the same event in […]
Originally published in North Bay Business Journal In early April, I was at a dinner party with friends and acquaintances. One of them was a guy I had not seen in over a year, and I asked him what he was up to. He dove into a long explanation of how he quit his job […]
Originally published in North Bay Business Journal The onset of inflation has been one of the dominant stories in the press and financial markets over the past few months. You can see it everywhere, from the increase in the price of gas at the pump to the cost of food at the grocery store. After […]