As a veteran Edward Jones financial advisor serving Silicon Valley over the past 25 years, I believe it's important to invest my time in understanding what your goals are before investing your money. Once we understand your "why", we will partner together to build wealth over your lifetime and future generations. Educating our clients and their offspring continues to be my passion; our clients become energized as they see what's possible.

I pride myself in developing creative and tailored strategies for our clients' complex situations. My branch team works closely with your CPA and estate planning attorney to help ensure successful outcomes for our clients' tax scenarios and legacies. My assistant and team member, Lisa Tam, ensures that our clients and professional partners receive prompt and exceptional service.

My career at Edward Jones began in 1996, preceded by a decade at Bank of America where I focused in lending and high net-worth personal banking. I hold a B.A. in business administration from California State University, Sacramento, as well as the AAMS™ professional designation.

For personal enjoyment, I like to run, golf and garden. My life partner, Randy, and I enjoy sharing our cooking and wine-pairing adventures with family and friends, as our cat, Zena, looks on.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Employee Stock Options
  • Estate & Legacy Strategies

My Personal Interests

  • Gardening
  • Jogging
  • Cooking
  • Wine Collecting/Enthusiast

Office Information

Office Hours

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

Connect on Social

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More