As your Financial Advisor, I can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together to preserve and grow wealth, you’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
- Affiliate, Bar Association of San Francisco
- Institute for Divorce Financial Analysts (IDFA)
- Member, Financial Women's Association of San Francisco
- Member, San Francisco based Marines Memorial Association
- Member, Traffic Calming Committee
City of San Francisco-Laurel Heights
- Estate Planning
- Financial Planning
- Fixed Income
- Lending Services
- Retirement Planning
- Wealth Management
- Municipal Bonds
- Certificates of Deposit
- Hobart and William Smith Colleges, Bachelor of Arts, 1986
- Institute for Divorce Financial Analysts, Certified Divorce Financial Analyst, 2010
- Series 3 - National Commodity Futures
- Series 7 - General Securities Representative
- Series 63 - Uniform State Exam
- Series 65 - Investment Advisory Agent
- Life, Health & Variable Annuity Insurance Licensed
- Smith Barney 20 Year Dedicated Service Award
- Present: Morgan Stanley*
Certified Divorce Financial Analyst
Second Vice President
Financial Planning Specialist
San Francisco, CA
- 1989: Drexel Burnham Lambert
New York, NY
- 1988: Lebenthal & Co. Inc.
Municipal Bond Advisor
New York, NY
Who is watching over your retirement? Building an investment portfolio that you hope might cover your needs down the road isn’t a substitute for a retirement plan. Call or email us and get advice that goes beyond investments. A new standard for retirement planning.
See March On the Markets from the Global Investment Committee featuring
• "Volatility Can Lead to Opportunity" While higher market volatility is normal at this stage of the recovery, it does not mean the end of the recovery, says Michael Wilson, chief investment officer of Morgan Stanley Wealth Management. Instead, it usually provides opportunities to invest new capital at better prices.
• "Consensus Bulls and Contagious Complacency" Complacency has become a learned behavior in the emerging markets minicrises that have periodically popped up since the summer of 2011, says Adam S. Parker, US equity strategist for Morgan Stanley & Co. But every dip in the S&P 500, says Parker, turned out to be a dip to be bought.
• "Turnin’ Up the Heat" Outsized increases in natural gas prices cut into household spending by an above-trend $34.7 billion, say Morgan Stanley & Co. economists Ellen Zentner and John Abraham. It’s just one of the macroeconomic effects from the cold and snowy weather affecting much of the US.
Plus, look for more on economics, equities, fixed income and alternative investments.
Family Assist - Helping Surviving Family Members Maintain Financial Independence. Do you need to revise your financial and estate plans to reflect new issues and concerns? See Financial Planning to read this guide.