About

My teammate, Angela, and I are the financial services destination of choice for people facing financial complexity. We help families gain control over their plans with actionable, experienced and trustworthy coaching, leading to deep, life-changing impacts for our clients. We prepare and also reassure our clients, providing a warm experience and building relationships along the journey together. 

I earned both a BS degree in economics and an MBA from UC Davis. I've spent 20 years studying markets, economics and personal behavioral finance. In addition, I worked at mutual fund companies for eight years and hold professional designations in asset management.