Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Socially Conscious Investing
  • Charitable Giving

Personal Interests

  • Social Responsibility
  • Real Estate
  • Dancing
  • Sailing
  • Art & Theater

Contact Me

To discuss working together, request a complimentary consultation:

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Office Information


Office Hours
Monday 10:00AM - 07:00PM
Tuesday 10:00AM - 07:00PM
Wednesday 02:30PM - 06:00PM
Thursday 09:00AM - 07:00PM
Friday 01:00PM - 05:00PM
Saturday By Appointment Only
Sunday Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing


(844) 778-9790

Branch Team

  • Amanda Shreve
    Branch Office Administrator

Office Address

400 Evelyn Ave Suite 228
Albany, CA 94706
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