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120 Stony Point Road
Suite 215
Santa Rosa, CA 95401

[email protected]

350 Ignacio Boulevard
Suite 105
Novato, CA 94949

[email protected]

Educating and Empowering Women

| May 26, 2017
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Educating and Empowering Women. That’s my mission. Women are often ignored in the financial industry, I have made it my focus. Why you may ask? I was raised by a financially smart woman. I am married to a financially smart woman. I hope to raise my two daughters to be financially smart women.


Women often fill a role most men don’t  – mom, daughter, wife, career, caregiver, mentor; all in single day. Filling these roles, many unpaid, can put women at a disadvantage when saving for retirement. What I can do is provide the information and education in a format that I believe works for them. In a casual, relaxed setting with a glass of wine, sharing their thoughts and fears, helping one another. We cover a variety of topics, such as how to talk to children about money, will my family be secure if something happens to me and how do I manage and simplify my retirement plans.


I help women make smart decisions by showing them what their options are and sharing tips on how to become confident with their finances. My goal is simple - to help Women Achieve Financial Peace of Mind.

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