Senior Vice President–Wealth Management
For over 26 years, I have provided wealth management services to a limited number of individuals and their families, helping them grow and preserve their money responsibly. As a Senior Vice President, I am responsible for analyzing client objectives, determining strategic and tactical asset allocation policies, selecting investment managers, and reviewing results.
My clients have consistently acknowledged my investment performance and high level of client service by continuing to be loyal, and by entrusting me with more and more of their friends and family.
Upon graduating from UC Berkeley, I married my wife Suzanne, of 28 years. We have three teenage daughters who keep us on our toes. While the kids' school and activities keep us busy, our family loves to ski in the winter, and travel in the summer.
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Senior Client Associate
I have been dedicated to client service for over 22 years, specifically for wealth management clients. As a registered, Senior Client Service Associate, I am passionate about getting to know our clients and their families, making them feel valued and cared for, and helping to ensure they have what they need for their accounts quickly, and efficiently.
I live in the East Bay with my wonderful husband, Mike. When we are not working, we love to spend time with our children and grandchildren, hike the outdoors, and travel abroad. I also very much enjoy teaching others about health and wellness.