505 Montgomery St.
11FL
San Francisco, CA 94101
Background & Experience
- 25 years experience
- Merrill Lynch and SeaCrest WM
- Bachelor’s degree in Economics from the University of California, Santa Barbara
How I Can Help You
Navigating financial issues can be complex in many different ways, I enjoy helping clients find simple yet elegant solutions. My work with clients is thorough and detailed.
You can:
- Request a review of your current portfolio
- Set up a goal analysis
- Schedule a short introductory conversation