Financial planning is for everyone –
not just the very wealthy.
Everyone has financial goals. The hard part can be setting those goals and creating a roadmap to attain them. Financial planning provides the starting point and the process to adapt and achieve what matters to you most.
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Who I Am
Raised in Rye, New York, I moved to California in 1993 to attend the University of California, Santa Cruz (Go Banana Slugs!). After graduating in 1997 with a B.A. in Global Economics, honors in my major and Phi Beta Kappa, I worked for the U.S. Department of Commerce in the International Trade Administration. I then attended the Haas School of Business at the University of California, Berkeley and graduated in 2002. I worked as an investment banker for Citigroup until having my daughter in 2007…
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