Financial Advisor, CRD Number: 2939162
B.A., University of California, Davis
I focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them. Then I help them create a customized wealth management approach that can be flexible as their needs and market conditions change.
I apply my 25 years of investment experience to help address the various aspects of clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals.
Professional Fiduciary, CA License #978
Professional Fiduciary Management Certificate, CSU Fullerton
Coro Public Affairs
A.B. in Human Biology, Stanford University
Before becoming a professional fiduciary, I worked for over three decades as an advocate for individuals and the earth in a variety of nonprofits, government agencies and small businesses. As a professional fiduciary, I serve as an advocate for clients as a trustee, foundation officer, or family office administrator.