This might be the most important page on the website. Please meet our team. Based in the San Francisco Bay Area, we are here to provide you a full-service experience. There are more than the two of us as we consider a full team approach when it comes to your wealth management.
The client/advisor relationship is not to be taken lightly. You expect a lot from us, and we expect a lot from you. Our clients want to outsource their money management to experts to free up time to do the things they do well. That’s smart business. When the relationship is a good match, we are in it for the long-term.
Which is why we think you’d like to learn more about us.
Phone number: (925) 743-8449
When I’m not in the office: I enjoy long distance walking, running, and skiing and anything that involves spending time with my two dogs, who often go with me on my daily walks.
My desert island music picks: Anything jazz, pop, and classical.
Very first job: I had an entrepreneurial streak in me from a very early age. My very first job, at age 13, was painting street numbers on curbs in my home community of Los Altos, California. I think I made about $1 per house after splitting the income with my best friend, Paul.
What I’m reading: I love reading historical non-fiction particularly U.S. History. Over the past year I have read books on Lyndon Johnson, Lincoln, Theodore Roosevelt, and John F. Kennedy.
Proudest personal achievement: I like to think I’ve had an important role in the success of my two grown children who are both confident and successful individuals pursuing their passions in life and beginning to make a real difference in the world.
Something most people don’t know about you: I had always wanted to take a walking vacation in Europe. I achieved that dream this Summer when I walked 200 miles across England.
You need someone to analyze your financial situation or manage your investment assets, but you also want someone you can trust; someone who will take the time on a regular basis to talk about what is going on in your life as well as what is happening in the financial markets. This is an important part of my role.
I’ve been advising clients for over 30 years. I never get tired of it.
I have been recognized by Forbes Magazine as one of the top 10 most trustworthy wealth managers in the San Francisco Bay Area and as a top financial planner by The Consumers’ Research Council of America in 2011.
I graduated the University of California, Berkeley, and attended the Church Divinity School of the Pacific, an Episcopal Seminary, for two years, and then went on to earn a Masters Degree in Counseling. After working as a psychologist in numerous California school districts over a ten-year period, I made the transition from education into financial planning, initially working with non-profit agencies and educational personnel. I earned my Certified Financial Planner® (CFP®) designation in 1985.
Being involved in the community and giving back is important to me. I serve local and worldwide charities through my active membership in the Danville/Sycamore Valley Rotary Club and have held many positions in the club over the years including Club Secretary and Membership Director. I helped start an Interact Club at the local high school; served on the Finance Committee at my church where I was previously on its Board of Directors; and for the past six years, have coached successful entrepreneurs from all over North America through a program called Strategic Coach.
Born in Utah, I have spent most of my life in the San Francisco Bay Area. My background in counseling paired with my expertise as a Registered Investment Advisor bring a unique vision and scope to client relationships. I use those same “people skills” I used as a psychologist to help people understand the concepts of investing, and the dynamics of emotions and concerns that inevitably occur during and after the financial planning process.
“I like what I do; I love what I do for our clients.”
Phone number: (925) 743-8449
When I’m not in the office: I am outside. I never thought I would be “old” enough to have an “inside job”.
My desert island music picks: We run the gamut in our household – Alternative to Zydeco.
Very first job: Lifeguard and swimming instructor
What I’m reading: The Art of Fielding
Proudest personal achievement: That my daughter still likes to hangout with me.
Something most people don’t know about me: I was a firefighter for USFS for a number of years.
I love to learn, and this industry can be as dynamic as you want it to be. I am constantly amazed (and feel very fortunate), that no two days have ever been the same.
But it’s the personal relationships with individual clients that bring me the most joy and satisfaction. In my opinion, the “golden” key to success with our clients starts on Day One by building honesty and trust. But it takes time – these aren’t just words on a web page.
I love that what we do really makes a difference for the people we work with. More than brochure copy, we have clients that with careful and thoughtful planning and attention, are doing today exactly what they said they wanted to do 20 years ago. That’s very powerful and humbling.
Over the past few years I’ve been focused on integrating a group of clients into the firm. I have also spent a great deal of time implementing new systems and updating our back office. In 2014, I am looking forward to shifting to more client-related activities; financial planning, investment research, and client relationships.
I’ve had the privilege of having a number of interesting and varied careers. From firefighting in my twenties; going back to school (UCSC) in my early thirties, concentrating in biological control (using natural predators and parasitoids to control pest populations of insects); to working with a search engine start-up in my early forties (ever hear of Ask Jeeves?); to the present.
It’s hard to believe I’ve been working in this industry since 2005 and with Scott for over four years. I am so happy to have found in Scott an Advisor who takes to heart, daily, our responsibilities and commitment to our clients. It is more rare than any of us would like to think possible and makes this career all the more compelling.