Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started

Areas of focus

  • Retirement Planning Strategies
  • Consulting on potential benefits and risks of IRA rollovers
  • Investment Management
  • Tax Planning Strategies
  • Insurance
  • Wealth Preservation Strategies

Education

  • BS., International Relations and European Studies, Cardiff University, Cardiff, United Kingdom
  • BS., Finance and Taxes, University of Economics and Business, Prague, the Czech Republic

Community participation

Folsom Lake Rotary Club Christmas Gifting for Families in Need_Dec.2024
Folsom Lake Rotary Club Christmas Gifting for Families in Need_Dec.2024

Folsom Lake Rotary Club

Soroptimist International

Powerhouse Ministeries

Interests

Since relocating from the UK to San Francisco Bay area in 2005, I have been actively supporting local causes in the community volunteering my time with Peninsula Volunteers Little House, Kara, and the Commonwealth Club of California. I also served on the Board of Directors for the Czech School of California, and the Peninsula Arts Council. Since moving to the Sacramento area in 2021, I have been an active member of the Folsom Lake Rotary Club, and now a member of the Soroptimist International Folsom and El Dorado Hills.

When time allows, I enjoy gardening, cooking for family and friends, traveling, reading, music and arts.