With more than 20 years of experience in financial services, I am dedicated to serving the wealth management needs of a select group of high net worth individuals and families, business owners and corporate executives by offering fully integrated and comprehensive investment solutions. My focus is on developing long-term relationships with my clients and helping them build, manage, preserve and transfer their wealth. At the core of my practice, I enjoy the human element of creating wealth and involving family members to help them feel empowered with knowledge of the markets and reaching their goals and objectives. I am backed by the vast resources and capabilities of Wells Fargo Advisors, and I believe that the key to a successful financial strategy is the implementation of a disciplined, objective process that is delivered with transparency and integrity. I began my financial services career with Wells Fargo Advisors in 1996, where I have enjoyed serving clients throughout the Bay Area. In addition to applicable securities registrations, I have also earned the Accredited Asset Management Specialist professional designation from the College for Financial Planning. I graduated Cum Laude from California State University with a Bachelor's degree in Finance. Outside of work, I enjoy traveling, spending time outdoors, staying active, and spending time with my husband, daughter, and our sweet dog, Chloe. My activities include skiing, mountain biking, road biking, and hiking. I actively contribute to various charitable organizations locally and at the national level, including the ASPCA. This information is intended for use only by residents of CA (Insurance Lic. # 0C84484), FL, NV, TX, VT. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social 