Education, Certifications & Credentials
- B.S. Chemistry, Harvey Mudd College
- M.S. Financial Planning, College for Financial Planning
- CFA® Charterholder
- Personal Financial Planning
Where I live
Santa Barbara
Originally from
Stockton, CA
Hobbies
Backpacking, hiking, camping, recreational/competitive running, bicycling, alpine/nordic skiing, music, reading, classic movies, wine tasting, ice skating, gardening, coin collecting, ballroom dancing
Favorite quote
“Don't aim at success. The more you aim at it and make it a target, the more you are going to miss it. For success, like happiness, cannot be pursued; it must ensue, and it only does so as the unintended side effect of one's personal dedication to a cause greater than oneself.” Viktor Frankl
Favorite meal
Vegetarian with unique herbs and spices.
Something I’m honored to do
I volunteer my time, efforts, talent and treasure to make the world a better place as a member of Rotary. It’s an honor to make a difference in the lives of others by working in common cause with my fellow Rotarians.
Something about WCF that makes me proud
While many fee-only financial planning firms claim they place clients' interests first, WCF genuinely does do that. Our culture is about always seeking our clients' best interests.