"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."
As a Wealth Advisor, I care deeply about helping clients make informed, values-based decisions – especially in a financial world that can often feel overwhelming or misaligned with their best interests. 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. I thrive on the chance to help people cut through noise and confusion to find clarity and confidence in their financial lives.
I love helping clients navigate their investment options, providing education and guidance to inspire confidence in their financial decisions. As a member of Willow Creek’s Sustainability Committee, I’m well-versed in Environmental, Social, and Governance (ESG) strategies – an area I’m genuinely passionate about – and I enjoy working with clients who want to align their values with their portfolios.
I grew up in Davis, California, but am happy to now call Sonoma County my home. When I’m not working, I love spending time outdoors, whether it’s hiking locally, snowboarding in the Sierras, or simply taking my dog, Waylon, to the dog park. I’m an avid sports fan and enjoy cheering on all my favorite teams across the Bay Area – nothing beats the energy of a live game!
