Founder and CEO
You might find it surprising, but I’ve always been shy. Yet I chose a profession that involves engaging with people. And I truly love it. Perhaps that’s what makes me a good listener. My clients tell me my ability to quickly summarize their situation and get to the heart of the matter without losing sight of the big picture is a quality they find invaluable.
If I’m not at the office, I’m probably volunteering for REACH for Special Adults, or The Sandra J Wing Healing Therapies Foundation, a few local causes that are near and dear to me. When my work is done, I like to unwind with my loyal companions, Brooklyn the French bulldog and my rescue cats, Rio and Cairo, or enjoy a glass of Syrah in the vineyards of Livermore with friends.
Traveling the globe with my kids, Jacqueline and Garrett, and capturing memories in photographs is my passion. And a perfect day is spent snorkeling just off a white sandy beach.
Just in case you want to know the credential stuff…I hold a B.S. in Financial Services from San Diego State University and I’m an Investment Advisory Representative with Duet Advisory Services, LLC and a Registered Representative with Private Client Services.