I am a certified financial advisor and planner for professionals, leaders, and small business owners.

Born into a family business, I received many mixed money messages while growing up. I learned that:

  • Family is most important, but no one has time for family.
  • Money is supposed to provide safety and freedom, yet everyone seemed to be chained to their jobs.
  • We should work hard to build wealth so we can have a great future for our families, yet no one knew what that looked like.

If you have achieved success and wealth, but have financial questions, I can partner with you to:

  • Clarify the goals that motivate you and uncover your “whys”.
  • Design a robust plan to grow your business, protect your family, and help you navigate the changes that life throws at you.
  • Use your finances and wealth as resources to help you achieve your life goals and provide for your loved ones.

As a fee-only fiduciary, I do not sell or receive commissions on any products such as insurance policies or investment funds. I work solely in your best interests.

 

My Professional Credentials

  • CERTIFIED FINANCIAL PLANNER Learn more
  • Certified Management Accountant Learn more
  • Certified Grief Recovery Specialist Learn more
  • Member of National Association of Personal Financial Planners (NAPFA)
  • Member of (Gen) XY Planning Network Learn more
  • Member of Motivational Interviewing Network of Trainers Learn more
  • Member of Collaborative Practice Learn more
  • Practitioner of Non-Violent Communication / Mediator

My Experience and Education

  • Adjunct Professor, Golden Gate University
  • UC Berkeley Undergrad & MBA from Yale School of Management
  • Senior Director of Finance at a Public Semiconductor Company
  • Leadership/management positions at two Fortune 50 companies