My passion is serving a core group of clients on an ongoing basis with financial planning and investment management services.
I first entered the financial planning profession in 1994. Through the years, I've worked in large financial service companies in the banking, stock brokerage and insurance industries. This gave me the opportunity to gain broad industry knowledge, become familiar with processes and workflow, and serve a wide demographic group. More recently, I enjoyed success helping clients navigate a variety of choices while working in a medium-sized registered investment advisory firm and earned industry recognition for my expertise.
During my collective time in these venues, I've served in senior client-facing advisory roles, compliance and supervisory roles, served on investment and financial planning committees, and developed specialized knowledge in the area of equity compensation and executive benefits. I've enjoyed opportunities to author articles and to be a guest speaker on a wide variety of financial planning topics.
I am fortunate to have found a career where I can use my creative, analytical and people skills and to make a difference in my clients' lives. This is not just a job; it is my passion.
I became a Certified Financial Planner certificant in May 2000 and have maintained my certification continually since then. One of the requirements of maintaining my certification is that I must complete at least 30 hours of continuing education every two years. This helps keep my knowledge current.
As of December 2018 I am a member of the following professional organizations, which allows me to contribute, maintain, and advance my knowledge and use it to serve my clients to the best of my ability:
Financial Planning Association
Estate Planning Council of Diablo Valley
National Association of Stock Plan Providers
Investments and Wealth Institute
Director - Estate Planning Council of Diablo Valley
Director - East Bay Regional Parks Foundation
Chairman - East Bay Regional Parks Planned Giving Committee