My Approach
Live life brilliantly. What matters most to you in life? It’s a big question. And it’s one of many questions I’ll ask to better understand you, your goals and your dreams. I may ask questions that other financial advisors won’t. Why? Because your vision of the future is unique and I’m committed to helping you achieve it. Let’s start developing a personalized financial plan so you can gain the confidence to focus on what matters to you. Today and tomorrow.
I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.
Background and qualification information available at FINRA's BrokerCheck website.
Areas of Focus
- Divorce Financial Planning
- Small Business
- Sustainably Responsible Investing
- Retirement Planning Strategies
- Retirement Plan Distribution
- Executive Compensation and Benefit Strategies
- Tax Planning Strategies
- Wealth Preservation Strategies
- Estate Planning Strategies
- Women’s Financial Strategies
- Domestic Partner Planning
- Education Planning
- Charitable Giving
- Investments
- Insurance
Experience
Qualifications
- CRPC® Chartered Retirement Planning CounselorSM
- CDFA® Certified Divorce Financial Analyst®
Education
- B.A. Mathematics, University of California at Santa Barbara,1984
Community Participation
- President, Environmental Defense Center (EDC), Santa Barbara, CA
- Member, Alumni Association, University of California at Santa Barbara (UCSB)
- Committee Member, Planned Giving Advisors Network, University of California at Santa Barbara (UCSB)
- Volunteering & Fundraising, Foodbank of Santa Barbara County
- Past-President (Santa Barbara Chapter), National Association of Women Business Owners (NAWBO)
- Past-President, Santa Barbara Special Olympics
Professional Associations
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