My purpose is to empower individuals to make informed financial decisions.

As an experienced financial advisor, I provide personalized service in tax efficient wealth strategies, estate considerations, retirement planning, risk assessment and charitable giving.

My team and I work closely with our local professional partners, including CPAs and attorneys. Our comprehensive process enables clients to help address five key areas: smart financial decision-making, mitigating taxes, caring for heirs, ensuring assets and magnifying charitable gifts. Our professional network shares our goal of partnering with clients to enable them to make informed financial decisions.

Our ideal client seeks to design, build, implement and maintain a strategy that creates financial security now and in the future.

I grew up in Kentucky and moved to Los Altos in 1988. My husband and I raised our kids in Los Altos and are grateful to be part of such a wonderful community.

Focus areas

  • Wealth Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Divorce Finances
  • Domestic Partner Finances

My Personal Interests

  • Community Outreach
  • Basketball
  • Culinary Arts
  • Yoga

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 02:30PM
Sat By Appointment Only
Sun Closed

Branch Team

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