PROFESSIONAL PROFILE
I began my career at Merrill Lynch in 1996 and have worked in the Financial Services Industry for more than 20 years. My role as a Financial Advisor is to identify and prioritize your goals; then, develop, implement and monitor strategies to achieve them. Planning gives you the peace of mind that you control your financial future. I have a B.A. in Economics and English from Willamette University in Salem, Oregon. I live in Walnut Creek with my family where I serve as a little league soccer and baseball coach.