What do you value most? Partnering together, I can help you create a bridge between your values and achievement of your financial milestones. For 15 years at Edward Jones, I have been passionate about developing a deep understanding of my client's most important financial and life goals. Working with successful professionals, executives and families with complex financial needs, I have refined a process that connects every aspect of your financial picture to help you achieve these goals and navigate through all stages of life.
I want to understand what's important to you, build personalized strategies to help you reach your goals, and partner with you throughout your life to keep you on track. My branch office administrators, Jeanne and Patty, and I are dedicated to providing you with top-notch client service.
But we're not alone. Thousands of professionals and advanced technology support our office to ensure you receive the most current and timely guidance. In addition, I welcome the opportunity to work with your attorney, accountant and other trusted professionals, to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help develop a complete, tailored strategy to help you achieve your financial goals.
In my rare free time, I enjoy volunteering at my children's schools, winding down with meditation and yoga, and exploring our beautiful city. A native Southern Californian and a graduate of Stanford University, I've lived in San Francisco for 16 years. I find joy in sharing in the success of my clients and spending time with m