The Key--What keeps you up at night?

My team and I help high net worth clients manage the constant changes life brings to their families and companies.   My comprehensive approach to managing wealth leverages sophisticated investment and estate planning tools to help build and preserve my clients’ assets in a tax sensitive manner. My specialized client focus allows me to understand the unique challenges clients face and provide a much more personalized level of service that caters to my clients’ demanding schedules both here and abroad.  Our focus is on clients with at least $2 million of investable assets.
 
Core Beliefs:

I lead a highly experienced team to develop strategies and recommend personalized solutions in addition to coordinating Family Wealth Workshops, and Executive Investment Planning.   We live in a busy, complex world.  For years I have observed many wealthy families are not maximizing tax, estate, and investment planning tools in building and preserving their net worth and retirement incomes.  My process is simple yet thorough and focuses on a few key areas:

• Personalized Financial Strategy Development - Busy work, family, and travel schedules don’t allow time for much personal financial strategy development, follow-up, and adjustments.  I develop a financial “blueprint” to track progress and update when needed using Wells Fargo Advisors Envision® and many other tools.

• Executive Financial Strategy Development – Executives acquire large amounts of company stock and stock options, without developing a long-term strategy to deal with this.  I create a comprehensive strategy to support your overall objectives.

• Tax & Estate Strategy Development - Strategies are often insufficient because situations change significantly. 

This is also true for retirement and education savings plans.  I work with your other professionals to construct a thorough plan to protect and compliment your strategy.

 Wells Fargo Advisors does not provide legal or tax advice.
Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Personal

 A San Francisco Bay Area native, I graduated from University of Notre Dame de Namurs and attended Golden Gate School of Law.  Over the last 25 years, I have served on many boards including the San Francisco Junior Chamber of Commerce, San Mateo County Chapter of the American Cancer Society, Silicon Valley Association of Startup Entrepreneurs and Coach Parks Charities. In addition, I served as a Planning Commissioner for the City of Colorado Springs.  I sponsor and vounteer for CASA, which helps foster children and their advocates in Silicon Valley More recently I served as PTA President for 2 years at my daughters High School!     I'm an avid hockey fan, a goalie, and still play as a goalie, I love watching my “San Jose Sharks”  chomp on opponents!

CA Insurance # 0A69029  Resident State CA

1950 University Ave # 300
E.Palo Alto, CA  94303