I help successful individuals and families faced with the challenges of wealth to live purposeful lives on their own terms, by finding the right investments that fit their life goals and create meaningful legacies, using clear, straightforward financial advice.

Previously an investment banker with A.G. Edwards, I underwrote municipal bonds and served as a financial advisor to state and local governments. I earned my BA from the University of California, Los Angeles and am an Accredited Asset Management Specialist™ (AAMS®)*.

A native Midwesterner, I am in awe of and inspired by the natural wonders that surround us in California. When not focused on deeply serving my clients and paying attention to the big picture while minding the details, I enjoy hiking the hills of Marin with my husband, two high schoolers, golden retriever and rescue terrier. Our cat sadly stays home.

*The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 01:00PM
Sat By Appointment Only
Sun By Appointment Only

Branch Team

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