Who are you ?
RETIREMENT PLAN INVESTOR
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Who I work with
I am passionate about working with families who are going through major life transitions, such as the sale of a company or receiving an inheritance. They have sophisticated planning and investment needs, and I seek to help them make informed financial decisions about their situation today and for future generations.
What’s special about my approach to client service
The depth of relationships I build with families goes beyond simply investing their wealth. I care for my clients as if they were my family, often guiding multiple generations in numerous aspects of their financial lives. The relationships I have with my clients are incredibly energizing and rewarding.
How I oversee my clients’ total financial picture
Taking a comprehensive view of a client’s financial situation often involves coordinating with a family’s outside legal and tax advisors. I quarterback these efforts, leading critical conversations among all advisors to address the whole of a client’s financial health.
What are my passions outside of work
I am a proud mom to two daughters, Claire and Grace, and happily married to my husband, Will. As a half-Italian Bay Area native, I love cooking with vegetables from my home garden. I also love exploring new ski mountains, hiking trails and international travel ― all in an effort to fulfill my inner wanderlust.
"I have watched clients’ children grow and been by their side through serious health issues and the loss of loved ones. I was honored when clients recently invited me to their daughter’s intimate wedding, which underscored our deep connection. Clients know that through it all, I’m there for them."