To reach their personal financial goals, investors must be able to look past the daily distractions that blur their long-term view. That’s where I come in, assisting with the important details and helping people block out the rest in pursuit of financial well-being.
JOIN DATE: 2017
CONTACT: [email protected]
I have a passion for financial planning and investment management, and I believe strongly that planning, at any age, is the first step toward making sound financial decisions. As a member of the Willow Creek Sustainability committee, I am well versed in ESG (Environmental, Social, and Governance) investing principles and strategies, enabling me to offer tailored advice and recommendations to clients seeking to make a positive impact on the world through socially responsible investments.
Throughout my career in financial services, I have primarily focused on investment management and am experienced with more complex trading strategies. I enjoy deep dives into investment questions and love to "talk shop" with clients who may be more focused on that side of their financial picture.
Prior to joining Willow Creek in 2017, I was a financial consultant with Charles Schwab and an equity and derivatives trader for Schwab’s Active Trader Group. I am involved with several local organizations including The Climate Center, the Redwood Empire Estate Planning Council, and the Financial Planning Association.
ON A PERSONAL NOTE: I grew up in Davis, California, and am now a proud Sonoma County resident. I love hiking, snowboarding in the Sierras, and cheering on my favorite teams at various sports events across the Bay Area.
EDUCATION:
- BA, California State University, Chico
- CERTIFIED FINANCIAL PLANNER™ professional
AFFILIATIONS:
- The National Association of Personal Financial Advisors
- Certified Financial Planner - CFP Board
- Financial Planning Association
- Redwood Empire Estate Planning Council
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