Caring for people, love of business and economics led me to the wealth advisory business. I have the privilege to advise and empower individuals and families to overcome obstacles, navigate changes, consider all options and optimize their financial decisions for a better future. This has kept the fire in my belly from the age of 22. Every day, I get to dig in and make a difference to the people I meet and to be a thought leader in the financial industry. I live by my own personal motto: Show up and follow up. Keep moving. Persevere. And when things get difficult, follow your moral compass.

As the Managing Director of Total Wealth Management West Coast and a Principal at Aspiriant, I provide practical financial planning advice, guidance, and investment management. My knowledge and experience give me a deep understanding of the challenges, opportunities, and choices facing clients in Silicon Valley and beyond. I would like to think that I bring a refreshing and creative perspective to each client’s situation and financial plan. The greatest value I provide my clients is helping them navigate roadblocks and recognize how to capitalize on opportunities to make the most of their wealth. At Aspiriant, I mentor the Gen Now group which is the second and third generation of upcoming advisors and leaders in the firm. I have been named to the Forbes Best-in-State Wealth Advisor list for 2022, 2023 and 2024.

Outside of Aspiriant, I am professionally and personally dedicated to women’s education and leadership. I have mentored with The Idea Village, a New Orleans-based community of entrepreneurs and those who believe in them, and served on the board of directors for Notre Dame High School in San Jose, California; I have also served on the school’s Finance and Investment and Strategic Planning Committee.