WHAT I DO
I help financially successful clients invest for income, impact and legacy.

I help manage investments for a number of hard-working professionals, entrepreneurs, active retirees and their families. I'm a financial advisor, a conscientious listener and strategic thinker. Drawing from a wide range of quality investment solutions, I build personally tailored financial strategies that best help meet our clients' long-term goals. I help clients with wealth strategies, income planning, executive retirement plans, socially conscious "ESG" investing, special needs financial considerations, charitable giving and legacy planning.

MY INSPIRATIONS
My maternal grandmother came through Ellis Island at the start of the twentieth century from Hungary, at age 15, alone. My paternal grandmother came through Ellis Island from Germany, with a level of education rare for a woman of her time. My grandmothers moved the American dream forward, always aware of helping others along the way. They wisely encouraged the next generation to achieve further success and to give back to community. I aim to do as much and encourage my own daughter to do the same.

PERSONALLY
I am an academic nerd with two advanced degrees. I have served on numerous nonprofit boards, including Habitat for Humanity of Orange County, the Oakdale Education Foundation and as past president and Paul Harris Fellow of the Oakdale Rotary. I like to travel with my husband, visit art museums, play the cello and read.

ARE WE THE RIGHT FIT FOR YOU
We have a process called discovery, involving an initial phone consultation to get to know you and what's most important to you. Based on that structured conversation, we can decide if we are the right fit to help with your financial goals, and if not, I can recommend someone in our network to assist you. Our intention is to provide sound financial guidance to further your American dream.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Special Needs Financial Considerations
  • Socially Conscious Investing
  • Charitable Giving

My Personal Interests

  • Traveling
  • Art Museums
  • Music
  • Reading

Office Information

Office Address

1150 9th Street Suite 1215 Modesto, CA 95354

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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