Focus: Insurance Strategies, College Funding Strategies, Estate Planning, Business Owners, Group Benefits
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
I enjoyed working in the retail food industry for 15 years and raised two wonderful sons.
I enjoy dancing, biking, blogging and doing volunteer legal work in my spare time.
Santa Clara University School of Law
3003 Oak Road Suite 250
Walnut Creek, CA 94597-4541