Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Wealth Preservation Strategies
  • Tax Planning Strategies
41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CDFA® Certified Divorce Financial Analyst®
  • CRPC® Chartered Retirement Planning Counselor℠
  • CKA® Certified Kingdom Advisor®
  • Finra Series 7, 31, 63, and 65.

Education

  • Cedar Crest College, B.A. in Science, 1978

Interests

Pickleball, Bike Riding, Swimming, Pilates, Reading

Community participation

  • Humane Society
  • Bay Club Courtside
  • Saratoga Federated Church

Professional associations

Previous experience

  • Financial Advisor, H&R Block, Cupertino, Ca., 2003-2008
  • Associate Vice President, Morgan Stanley, Palo Alto, Ca., 1986-2002
  • Development Manager/Registered Rep., Prudential, Dallas, Tx, 1981-1986