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RETIREMENT PLAN INVESTOR
Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:
IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2
Visit americanfunds.com/retire
IF YOUR PLAN ID BEGINS WITH 34 OR 135
- Multiple roles at RS Investments, most recently in client service for hedge fund investors
- Past president, Peninsula Estate Planning Council
- Member, Financial Women of San Francisco
- Member, Estate Planning Council of Diablo Valley
- Member, National Charity League, Acalanes area chapter
- Board member, Lafayette Library and Learning Center Foundation
- BA, University of California, Davis
- Professional designation in financial planning, University of California, Berkeley
- Certified Financial Planner™
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."