"At heart, I am a people person and a problem solver. I truly enjoy working closely with my clients to help them achieve their goals and find the best solutions to their real-life problems."
As a Wealth Advisor at Willow Creek, I take great pride in guiding clients toward their financial goals by addressing their investment, tax-planning, and estate-planning needs so they can advance efficiently toward their financial aspirations. My role also allows me to leverage my expertise as a member of our investment committee, where I combine my passion for portfolio design with comprehensive financial planning to develop strategies that support our clients' long-term success.
What I find most fulfilling is the opportunity to work closely with clients through all stages of their financial journey. I thrive on translating complex financial concepts into clear, actionable steps, helping clients feel confident in their decisions. Whether crafting a personalized financial plan or designing an investment portfolio, I’m energized by the challenge of finding the right solution for each unique situation.
I grew up in Santa Rosa and currently live there with my family. I am a volunteer with 3rd Decade, providing pro-bono financial planning to young adults in their 20s and 30s. It’s a meaningful way for me to give back and help others build strong financial foundations early in life. When I’m not working, you’ll often find me outdoors, enjoying activities like surfing, mountain biking, hiking, and playing pickleball. I feel incredibly fortunate to live and work in such a beautiful part of the world.
