“Consistency and discipline are critical characteristics of long term success. Don’t underestimate what you can achieve.”
JOIN DATE: 1997
CONTACT: [email protected]
My financial career began at Willow Creek more than two decades ago, and I am incredibly proud of the team we have built and continue to grow. In my experience, it takes both patience and enthusiasm to encourage clients to share their dreams, goals, and money-management concerns, and I truly enjoy the conversations I am able to have with clients about the thoughtful investing and disciplined planning that are critical to financial success.
My core area of expertise and interest is around tax planning, and I see every interaction with clients as an opportunity to demonstrate our value as advisors and convey our respect and appreciation for the relationship we have built together.
I am also proud to support our amazing community through volunteerism, and I have served on various nonprofit committees, including Ceres Community Project Board of Directors, Food for Thought, Sonoma County Community Foundation’s Professional Advisory Group, Sixth Street Playhouse, and NorCal Public Media/KRCB Investment Committee.
ON A PERSONAL NOTE: I am a lifelong Sonoma County resident, and I live in Santa Rosa with my family. I enjoy running, biking, and hiking in Annadel State Park.
EDUCATION:
- BA, Sonoma State University
- CERTIFIED FINANCIAL PLANNER™ professional
AFFILIATIONS:
