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, assisting with the important details and helping people block out the rest in pursuit of financial well-being.
JOIN DATE: 2017
CONTACT: [email protected]
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, enabling me to offer tailored advice and recommendations to clients seeking to make a positive impact on the world through socially responsible investments.
Throughout my career in financial services, I have primarily focused on investment management and am experienced with more complex trading 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.
Prior to joining Willow Creek in 2017, I was a financial consultant with Charles Schwab and an equity and derivatives trader for Schwab’s Active Trader Group. I am involved with several local organizations including The Climate Center, the Redwood Empire Estate Planning Council, and the Financial Planning Association.
ON A PERSONAL NOTE: 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.
Every four years, investors face the uncertainty of how presidential elections might impact their portfolios and long-term retirement plans. As November approaches, candidates and their campaigns ramp up their messaging and our collective anxiety increases. According to a Harris Poll conducted in August 2023, nearly one in three investors (32%) believe that if the political […]
Originally published in North Bay Business Journal There’s no denying that a lot is happening in the world right now. The news is filled with headlines about the debt ceiling debate, the war in Ukraine, inflation, and the state of the economy, which may lead many to doubt or feel worried about their investments. They […]
Originally published in North Bay Business Journal As wealth advisors, a frequent question my colleagues and I are receiving these days is this: should I buy Bitcoin? The cryptocurrency marketing machine is currently hard at work, and if you watched even part of Super Bowl LVI, you were sure to have seen a crypto commercial. […]