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.

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
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

Email Me

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