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
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Divorce Financial Planning
  • Small Business
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Charitable Giving
  • Investments
  • Insurance


  • CRPC™ Chartered Retirement Planning Counselor™
  • CDFA® Certified Divorce Financial Analyst


  • B.A. Mathematics, University of California at Santa Barbara, 1984

Community participation

  • President, Environmental Defense Center (EDC), Santa Barbara, CA
  • Member, Alumni Association, University of California at Santa Barbara (UCSB)
  • Committee Member, Planned Giving Advisors Network, University of California at Santa Barbara (UCSB)
  • Volunteering & Fundraising, Foodbank of Santa Barbara County
  • Past-President (Santa Barbara Chapter), National Association of Women Business Owners (NAWBO)
  • Past-President, Santa Barbara Special Olympics


  • Hiking, biking, golf and water skiing
  • Gourmet cooking