I'm an enthusiastic wealth coach, experienced investment advisor, conscientious listener and strategic thinker. I help my clients invest for financial independence, social impact and personal legacies. With my dedicated staff, we aim to deliver expert concierge services to the diverse families that we proudly serve.

Our process includes listening to our clients, hearing about their goals and aspirations, and together forging a plan for the financial components of their dreams. I build personally tailored financial strategies; helping clients grow and manage their wealth, retirement savings, investments, income, education funding, socially conscious "ESG" investment portfolios, special needs financial considerations, charitable giving plans and legacy assets. I frequently work in consultation with tax accountants and estate attorneys, at my clients' request, where we can often add value.

I'm an academic nerd with a Ph.D. from the University of California, Riverside, committed to lifelong learning. During the COVID-19 lockdown, I took a few additional graduate level classes through Harvard University Extension, in both finance and statistics, to keep my skills sharp. I currently serve on my firm's Managed Investment Products committee, as a financial advisor representative. I am a bilingual Spanish speaker. I have a long history of community volunteering, and now focus my efforts on two fronts: championing domestic abuse survivors as they start over and backing physically disabled workers for career success. When not at the office or travelling, I am at home painting or cooking, surrounded by my many plants and my family's numerous rescue dogs.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Special Needs Financial Considerations
  • Socially Conscious Investing
  • Charitable Giving

My Personal Interests

  • Traveling
  • Art Museums
  • Music
  • Reading
  • Gardening

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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