My Story

I help families with financial planning to help them use their resources to create the life they want to live. I also work to positively impact our community and the world through my profession. I approach every aspect of my life with the principle: be the change you want to see in the world.

During my time advising families in Silicon Valley, I discovered the key to truly improving peoples' finances and accordingly their lives - getting to know them personally and their financial situation thoroughly.

I have helped people through complex situations and many kinds of life changes such as retirement, starting a business, job changes, disability, family members passing, divorce, and many other life circumstances and goals.

I measure success by how well I make a positive difference in peoples' lives, through financial advice rooted in expertise and compassion.

I innovate and have a prudent investment philosophy.

My mission to change the way financial advice is provided is near and dear to my heart. From teaching financial literacy to kids in underserved communities to educating and advising families in Silicon Valley, I have been a passionate advocate of financial education.

I enjoy spending time with my family and friends, especially in the great outdoors. Some of my regular beloved adventures with my family include hiking, paddle boarding, and teaching each other the beauty in the world. I enjoy connecting people to collaborate to do good - many hands make light! I also volunteer farm - I believe everyone should have fair, equal, and dignified access to local, nutritious, organic and sustainably grown food.