I take great pride in using my expertise for you and your family’s benefit and look forward to hearing from you.

Life is meant to be lived.

Raised in Rye, New York, Katy moved to California in 1993 to attend the University of California, Santa Cruz (Go Banana Slugs!). After graduating in 1997 with honors and a B.A. in Global Economics, she worked for the U.S. Department of Commerce in the International Trade Administration. Katy attended the Haas School of Business at the University of California, Berkeley (Class of 2002), after which she worked as an investment banker for Citigroup.

Since 2008, Katy has focused on helping families with young children and couples get their financial lives in order and put them on track for living the life they want. She is a fee-only Certified Financial Planning certificant (CFP®) and member of the National Association of Personal Financial Advisors (NAPFA).

Katy lives in Mill Valley with her husband, two children and golden retriever. She is an avid traveler, loves running, the ocean, reading and trying new things.

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