“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
CONTACT: [email protected]
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.
EDUCATION:
- BA in accounting, Santa Clara University
- CERTIFIED FINANCIAL PLANNER™ professional
- Accredited Estate Planner®
AFFILIATIONS:
