“Consistency and discipline are critical characteristics of long term success. Don’t underestimate what you can achieve.”
JOIN DATE: 1997
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.
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, and Sixth Street Playhouse. I am currently a member of KRCB’s 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.
There has been a lot in the news recently about major investment brokerage firms eliminating trading fees. In the past, buying and selling stocks could be expensive – as much as $50 in commission fees to trade. Now, most of the major brokerage firms are advertising commission-free online trading for U.S stocks, exchange-traded funds (ETFs), […]
“Blood bath,” “Sell off,” “Spooked investors,” “Wild session,” “Stocks plunge,” “Crazy market swings.” These are just a few of the sensational phrases the financial media used last year to describe stock market activity. As a certified financial planning practitioner for over 20 years, I would argue that when the media reports hourly (or even daily) […]
If you’re over age 70 1/2 and are looking to reduce your taxes while making charitable contributions, you should consider taking advantage of a Qualified Charitable Donation (QCD) from your Individual Retirement Account (IRA) this year. The IRS ruled that charitable donations after age 70 1/2 made from your IRA accounts will be exempt from […]