A CERTIFIED FINANCIAL PLANNER™ Professional and a financial advisor since 2006, I have a passion for helping clients explore and identify what matters most to them so that they can pursue the goals that motivate and inspire them. I use comprehensive financial planning as the foundation for developing and implementing customized investment strategies and thoughtfully targeted insurance solutions. Originally from Iowa, I earned a bachelor’s degree and MBA from Stanford University. I spent a decade as a marketing professional in the technology industry before becoming a financial advisor. I am married and serve on the Board of Trustees for Sonoma Academy in addition to being a past trustee for