“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. The work we do together can offer them both the confidence to live well now and in the years to come.”
JOIN DATE: 2008
I am proud to share my wealth management know-how at Willow Creek as I work with clients to address their investment, tax-planning, and estate-planning goals, so they can advance efficiently toward their financial aspirations. I am fascinated with portfolio design and financial planning processes, and love bringing both into play as a member of our investment committee.
I enjoy working with clients saving for retirement, as well as nearing or just entering retirement. I have an exceptional interest in the markets and portfolio design, but I also am passionate about working with my clients on their financial plan and helping them meet their goals. My clients and I get the most out of the relationship when we work closely with their other trusted professionals to incorporate all aspects of their financial life when it comes to decision-making.
My prior experience includes positions as an investment officer with Exchange Bank’s Wealth Management division and as an institutional equity trader with Wells Fargo Securities in San Francisco. I am a member of the Redwood Empire Estate Planning Council, the Financial Planning Association, and the National Association of Personal Financial Advisors.
ON A PERSONAL NOTE: I am a native of Santa Rosa and I live there with my family. I enjoy mountain biking, surfing, and coaching youth sports.
Originally published in North Bay Business Journal My Willow Creek colleagues and I recently received some client feedback that every Wealth Advisor dreams of hearing: our client shared that rather than panic during this period of market volatility, she leaned into what she had learned from her advisor over the years, which is to imagine […]
As college tuition soars, saving early for education is one of the best decisions parents and grandparents can make. If your children or grandchildren plan to attend college, a 529 savings plan is a great way to save. The earlier you begin, the longer you can save, and the more your money can benefit from […]
Like so many of us in the North Bay and across California, I lost my home to wildfire. We are incredibly grateful that we lost only material things, and we were able to escape unharmed But the experience of losing our home to fire, and the resulting journey it put us on, will remain […]