About Us

I help individuals, families and business owners create personalized financial strategies that reflect their goals, values and vision for the future. Whether you’re preparing for retirement, building generational wealth or navigating a life transition, I’m here to provide clarity and support every step of the way.

My career spans more than two decades in leadership and nonprofit service, including work with Easterseals Bay Area helping thousands of families access critical autism care and support services. I hold an MBA and bring a thoughtful, relationship-driven approach to financial planning.

I earned a degree in political science from Colgate University, where years of hard work, discipline and focus also led me to play Division I basketball—an experience that shaped my commitment to teamwork and long-term success. Today, I work with a broad range of clients, including athletes, entrepreneurs and business owners, helping them protect what they’ve earned and plan for what’s ahead.

At the core of my practice is a simple promise: to listen, to lead with integrity and to help you feel confident about your financial goals—and the future you want for those you love.