"To reach their personal financial goals, investors must be able to look past the daily distractions that blur their long-term view. That’s where I come in."
I have a passion for financial planning and investment management, and I believe strongly that planning, at any age, is the first step toward making sound financial decisions. As a member of the Willow Creek Sustainability committee, I am well versed in ESG (Environmental, Social, and Governance) investing principles and strategies.
I enjoy deep dives into investment questions and love to "talk shop" with clients who may be more focused on that side of their financial picture. I am involved with several local organizations including The Climate Center, the Redwood Empire Estate Planning Council, and the Financial Planning Association.
I grew up in Davis, California, and am now a proud Sonoma County resident. I love hiking, snowboarding in the Sierras, and cheering on my favorite teams at various sports events across the Bay Area.
