Throughout my nearly 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 recently been promoted to Senior Vice President – Investments and hold the Senior Financial Advisor title. I have over 18 years’ experience in the financial industry, including 16 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 two. When time permits, we take family trips to the beach for a picnic and build sand castles. Family vacations usually consist of heading back to my home state of Hawaii each year for two weeks. Our family would not be complete without our 12 year old rescue cat, Koa.

Resident State: CA
CA Insurance Lic #0D59708

As a Financial Advisor for over eleven years, I take great pride in helping clients build and sustain financial success.  I believe the foundation to a successful client/ advisor relationship is through cultivating trust; by taking the time to listen and understand each client’s needs and concerns, and having solidarity towards meeting their financial goals.  As with most aspects of life, financial success comes easier when you’re prepared and have a plan.  I find it essential to create a comprehensive investment plan that tracks each individual’s financial goals and objectives, and provides flexibility in dealing with life’s challenges and the uncertainty of the market. 

I started my career as a Financial Advisor with Edward Jones Investments before transitioning to Wells Fargo Advisors in 2011, where I had the opportunity to join a financial advisor team.  My primary focus is to collaborate with and advise clients in customizing investment portfolios that mitigate risk while still participating in the growth of the market.  By stress testing portfolios and through sound investment planning, I help ensure clients avoid unnecessary investment risk while pursuing their financial goals.  My previous experience in banking allows me to examine both sides of the balance sheet while helping clients analyze cash flow when making important financial decisions.  As a Wells Fargo Advisors Financial Advisor, I can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products.

I was born and raised in the San Francisco Bay Area, and graduated from the University of San Francisco with a bachelor’s degree in Business Administration.  I reside locally in Petaluma with my wife Danielle, and two year old daughter, Sophia.  We’re excited to welcome our second child into the world in May, 2021.  Outside of the office I enjoy chasing my daughter around the park, eating my wife’s Brazilian home cooking, taking trips to Brazil and traveling to new places.  I’m an avid Bay Area sports fan and enjoy spending time outdoors and staying active.

Resident State: CA
CA Insurance Lic #0G79954

Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts.

I am a Registered Client Associate for the Corte Madera office, and have been with Wells Fargo Advisors for 5 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 Annette Bekowich- Senior Financial Advisor, Shalom Morgan- Senior Financial Advisor, and Brendan Dempsey- 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 enjoy going on adventures with our dog Moose and spending as much time as possible with our families.


Resident State: CA
CA Insurance Lic.# 0M10952