Ever since I was young, I always loved markets. I would play free market trade with my action figures. Determining if certain goods were worth other goods I could trade for. I spent hours as a child playing markets.

In my teenage years, it was compounding interest that caught my attention. A simple lesson from my grandfather put it into perspective. I remember him asking me to choose if I would rather have a dollar a day for a year or he could pay me a penny a day but he would double the amount every day for a year.

Now that I am "all grown up" and a financial advisor, I can't imagine doing anything else. Helping hard-working individuals and families increase their net worth and achieve what's financially important to them is deeply rewarding.

Our branch office in Novato is designed to serve a smaller number of families and individuals who want to work in partnership to achieve their long-term financial goals. Our focus is to understand what's most important to you. We'll use an established process to build personalized strategies to help you achieve your goals. We will partner together throughout your life to help keep you on track.

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Backpacking
  • Traveling
  • Pilates

Office Information

Office Hours

Office Hours
Mon 08:30AM - 03:30PM
Tue 08:30AM - 03:30PM
Wed 08:30AM - 03:30PM
Thu 08:30AM - 03:30PM
Fri 08:30AM - 03:30PM
Sat Closed
Sun Closed

Branch Team

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