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
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 Willow Creek’s Sustainable Investing Committee, I believe strongly that everyone should invest with environmental impact considerations in mind.
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.
Originally published in North Bay Business Journal Happy second half of 2021! It is time to revisit your financial to-do list with monthly goals to take you through the end of the year. Just like our guide for January through June, I suggest adding a few simple objectives to your calendar each month to make sure you stay on the path to reaching your […]
Happy New Year! Now that 2020 is a wrap, let’s capitalize on the New Year momentum and build a plan for tackling those financial to-dos that keep getting put off. Taking on an entire year at once can seem daunting, so I like to focus on the first half of the year, January through June. […]
The recent surge in the popularity of sustainable investing may signal the beginning of a fundamental shift in investing, as people begin to see both the promise and necessity of supporting companies poised to face the challenges of the future. For those who feel passionately about promoting green initiatives and environmentally sound companies, it seems […]