“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
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.
• BA in business administration, Humboldt State University
• CERTIFIED FINANCIAL PLANNER™professional
• CERTIFIED DIVORCE FINANCIAL ANALYST™
We are so excited to host Sam and Sarah Adams from Vert Asset Management as our guests for next week’s Sustainable Living Webinar! Vert Asset Management is a global sustainable real estate fund, and Sam and Sarah are passionate about environmental sustainability and the possibilities and promise of sustainable investing. Before we tackle the issue […]
Whether or not you suffered losses in the wildfires of the last few years, all of us have been deeply impacted by this tragedy. From housing evacuees, to donating time, money and goods — to raking through the ashes of one’s former home in search of anything to salvage — each of us has experienced […]
You’ve saved. You’ve invested. You’ve worked hard. But somehow, you fear there won’t be quite enough income to live on comfortably when you retire. What else can you do? Though we would only recommend this option under very specific circumstances, a reverse mortgage is a planning tool that can enable you to borrow against your […]