My passion is listening to clients’ values and goals and then aligning their investment strategy, to meet those goals. The biggest reason I love doing what I do is that I am able to interact with amazing clients who have progressive values, and I get to play a small role in seeing those values amplified through their activism, philanthropy, and investment choices.
One of the responsibilities I enjoy most is helping to guide new clients through the wealth management process; providing insights into cash flow, net worth, risk management, insurance, and of course, investments. I spent over ten years in the personal insurance industry before specifically seeking a position in a fee-only wealth management firm in order to deliver more value to clients. I am a CERTIFIED FINANCIAL PLANNER™ and I live in Hercules with my husband and three children.