“Life is short, and time goes by much too fast. Although I have heard this said my entire life, only as I have gotten older have I come to truly understand the value and the meaning of those words. I love working with my clients and helping them to plan for their tomorrows while living for and enjoying their todays…”
JOIN DATE: 1997
CONTACT: [email protected]
As a senior financial planner at Willow Creek, I help individuals and families pursue their life’s goals by combining far-reaching financial planning, structured asset management, empathetic advice, and plainspoken common sense into personalized wealth strategies.
Before joining Willow Creek, I was a controller for West County’s Palm Drive Hospital. I am currently a member of the Financial Planning Association and the National Association of Personal Financial Advisors.
ON A PERSONAL NOTE: I am a Sonoma County native and I live in Healdsburg. I have a black belt in Taekwondo and enjoy hiking, golfing, reading, and snowboarding. I am very proud to be an inaugural member of the Impact 100 Redwood Circle, a group of women transforming Sonoma County through collective philanthropy.
EDUCATION:
- BA in business administration, Humboldt State University
- CERTIFIED FINANCIAL PLANNER™ professional
- CHARTERED ADVISOR IN PHILANTHROPY
AFFILIATIONS:
- The National Association of Personal Financial Advisors
- Certified Financial Planner - CFP Board
- Financial Planning Association
COMMUNITY:
