Your family financial health is the goal.
The simple, powerful reason to focus on your financial health is to take good care of yourself and the ones you love. We’ll help you do both.
Licensed Private Professional Fiduciary
Growing up, I was very close to my grandparents. I believe there is much wisdom to be gained from our elders and those with disabilities and special needs. It was this passion that led me to seek a career with a primary focus of helping others, preserving the rights and dignity of the elderly and those in need.
In my work as an acting fiduciary, I work closely with my clients, listening to their concerns about their loved ones and discerning with an open mind. I have a strong background in conservatorship and probate law and a thorough understanding of living trusts, special needs trusts and how these entities should be managed and operate.
In my spare time, I enjoy singing, painting, gardening, hiking, San Jose Sharks hockey and spending time with my daughter Hannah and other loved ones.