My purpose is to empower individuals to help organize, build, protect and transfer wealth.

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, with a shared 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.