I love being part of a collaborative team and seeing the enthusiasm and care that every team member puts into doing what’s best for our clients.

My diligence and interest in understanding a person’s entire financial picture in order to come up with a holistic plan.

Being able to help individuals and families make smart financial choices and achieve their goals is truly rewarding. I get to help clients navigate through different stages of their lives, develop strategies to grow their wealth, and see them enjoy the lives they’ve worked hard for.

The emotional and behavioral aspects of money and investments that can influence decision-making. But that gives us an opportunity to provide an unbiased and outside view to keep clients focused on their long-term goals and help them stay the course.

Spending time with family and friends, exploring the Bay Area, and traveling

Living and working in New York City for 7 years, before moving back to California.

The Millionaire Next Door

-University of California, Berkeley, B.A. Chemistry (high honors), Phi Beta Kappa

-CERTIFIED FINANCIAL PLANNER™ (CFP®)