Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started

Areas of focus

  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Investment Management
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Insurance

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.

My photos

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