“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.
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, 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.
Originally published in North Bay Business Journal When working with a specialist — a doctor, lawyer, auto mechanic or anyone else — asking the right questions is critical in getting your needs met and the best service possible. However, we often don’t know what we don’t know, thus formulating smart questions can be difficult. Here […]
Originally published in North Bay Business Journal “All-time market high.” Depending on what kind of investor you are, that phrase can elicit emotions ranging from abject fear to utter joy. And given the market volatility of the past year, some investors can’t figure out how to feel. Is a market high good or bad? Am […]
In our wealth management practice, we are often asked how our clients can best teach their children about money to help them down a path to becoming prudent financial managers as adults. Gained in more than three decades of service, the following are some of the best techniques we’ve learned to help families pass along […]