Senior Financial Advisor
Senior Vice President - Investments
Throughout my two decades in the financial industry, I have learned that the most important principles are to carefully listen and embrace my client’s goals, needs, and concerns. This has been an invaluable tool in helping my clients feel well understood and informed. I want to ensure my client’s wealth continues to work in support of their unique and individual ambitions – now and for generations to come. I’m committed to providing meaningful goal-oriented wealth planning services tailored to fit the needs of my clients.
I joined Wells Fargo in 2002 and through hard work and determination, I’m proud to have been promoted to Senior Vice President – Investments and hold the Senior Financial Advisor title. I have over 20 years’ experience in the financial industry, including 19 years as a Financial Advisor. Adhering to a strict code of ethics, staying current on investment strategies, retirement, and estate-planning changes, and meeting rigorous continuing education requirements, I strive to translate this learning and experience into real value for my clients.
Born in Hawaii, as an only child to a single working mother, I learned to be self-sufficient and hardworking at an early age. I worked fulltime and attended night classes at Dominican University of California, while pursuing my dream of becoming a Financial Advisor. These invaluable experiences allowed me to appreciate the trust and opportunities my clients have given me.
Outside of the office, I spend quality time with my wife and two little girls, both under the age of six. When time permits, we take family trips to the beach for a picnic and build sandcastles. Family vacations usually consist of heading back to my home state of Hawaii each year for two weeks.
Resident State: CA
CA Insurance Lic #0D59708
Registered Client Associate
I am a Registered Client Associate for the Corte Madera office and have been with Wells Fargo Advisors for 6 years. Prior to transitioning to my current roll, I was part of our Community Banking division for over 5 years. I currently hold the Series 7 and 63 FINRA securities registrations, as well as annuity, life and health insurance licenses.
I strive to ensure that our clients' administrative, trading and operational needs are executed accurately and quickly. I handle the administration of accounts; including opening new accounts, updating existing information, managing account and funds transfers, and answering questions regarding statements. My primary responsibility is to maintain a professional and organized environment that allows Shalom Morgan- Senior Financial Advisor, and Brendan Dempsey- Senior Financial Advisor to devote their attention to what they do best.
I was born and raised in Marin, and now live in Sonoma County. My husband and I welcomed twin girls in September 2022 and enjoy spending as much time as possible with them, our families and our dog Moose.
Resident State: CA
CA Insurance Lic.# 0M10952