My interest in investing began at an early age. Instead of spending my earnings from my newspaper route, I invested in the stock market. By my early 20s, I had earned enough return to pay for my graduate education. Over the years, I have grown this financial knowledge and presently create comprehensive, inter-generational wealth strategies for a variety of client needs, including:
• Mature investors desiring to pass on a legacy of sound decision-making and wealth preservation;
• Retirees looking to stretch their savings to fund their needs and desires, as well as those of their heirs;
• Parents in the "sandwich generation" providing for their children, their parents and their own retirement; and
• Small business owners planning to grow their businesses with an eye to the next generation.
I have provided clients with investment services through two recessions and two bull markets. Before joining Edward Jones in 2008, I worked at a national securities brokerage in downtown San Francisco, followed by a financial planning firm where I worked on a team developing financial planning and stock option execution strategies for corporate executives.
I have a Bachelor of Science degree from Cornell University and a Master of Science degree from Columbia University. I serve as a trainer for new financial advisors at Edward Jones, and in 2014, the firm invited me to become a limited partner.
I participate in a number of community leadership roles, serving on the boards of the Rotary Club of West Marin, the Downtown Novato Business Association and the Tomales Town Hall fundraising efforts. Previously, I served in leadership roles on the boards of Petaluma's Cinnabar Theater and the New Arts Foundation (for Modern Dance) in San Francisco.
My senior branch office administrator, Paula Haberek, has 23 years of industry experience and is dedicated to providing you with the highest level of service possible.
My Personal Interests
- History and Museums