Focus Areas

  • Charitable Giving
  • Employee Stock Options
  • Socially Conscious Investing
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Estate & Legacy Strategies

Personal Interests

  • Volunteering
  • Scuba Diving
  • Surfing
  • Mountain Biking
  • Traveling

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information

Hours

Office Hours
WeekdayAvailability
Monday 08:00AM - 04:30PM
Tuesday 08:00AM - 04:30PM
Wednesday 08:00AM - 04:30PM
Thursday 08:00AM - 04:30PM
Friday 08:00AM - 02:00PM
Saturday By Appointment Only
Sunday Closed

Additional Hours

  • Web Conferencing

Fax

(866) 462-1850

Branch Team

  • Glory Thomason
    Sr. Branch Office Administrator
  • Athena Paschal
    Branch Office Administrator

Office Address

1050 Marina Village Parkway
Suite 100
Alameda, CA 94501
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