I have spent my career helping high net worth individuals and families with their financial planning and wealth management needs. As result of my long tenure with Bailard (a wealth management firm) I am now working with the third generation in some of my client relationships. The satisfaction of knowing that I am helping my clients plan and work toward their unique financial goals has resulted in a sincere dedication and passion for my work. Passion also speaks to my volunteer work with The Boys & Girls Clubs of the Peninsula (BGCP) and The Palo Alto Humane Society (PAHS). Through my volunteer work, I am connected and engaged within my community, inspiring me on a daily basis. As a Fi