Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believe I can make a difference in the lives of families in my community.

At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story. We also work to help clients understand the investment world in terms they can relate to.

Providing solutions is my passion. More than 20 years in financial services helps me understand individual financial needs and desires, and how to solve for them.
~ More than a dozen years with Edward Jones
~ 10-plus years as a mortgage professional prior to Edward Jones

Living and working in big cities and small towns helps me understand the challenges and needs of individuals, families and businesses from every street and avenue.
~ Grew up in Davis, Calif.
~ Studied in and graduated from UC Berkeley (BA, Sociology) and Los Angeles (MBA at USC Marshall School of Business)
~ Lived and worked in Silicon Valley
~ Over 20 years in Half Moon Bay

My personal passions include:
~ Participating in and contributing to Living Jazz as board president (transforming lives through music for over 40 years,)
~ Singing with Oakland Interfaith Gospel Choir
~ Going to Cal football games and events with college friends
~ Skiing (restarted after a long break – raced on my high school ski team!)
~ Enjoying the blessings of life on the Coastside

Money and music and friends are what make my life flow. Let’s see how we can harmonize your financial life with songs in the key of your best life.