I am the co-founder and principal of The Motley Churchill Group; a wealth management team based in Northern California. I help clients craft, implement, and track tailored strategies centered on the priorities of their lives. I approach my profession, the way I would hope for, should my role be reversed. My clients receive the benefits my investment discipline and in having a trusted advisor, for life. I guide young professionals, educators, retirees, women, and families with special needs through all aspects of their financial lives. I feel a deep sense of stewardship and a passion for delivering genuine value. I look forward to serving you. *CRPC and Chartered Retirement Planning Counselor are registered service marks of the College for Financial Planning.