Fee-only, independent RIA in Sebastopol, Sonoma County, California

30 years-experience—started in 1996 with Fortis Advisors AG to Protected Investors of America to Financial West Group to Western International Securities to starting my own RIA

Specializes in values-aligned wealth management: ESG, socially responsible investing—help clients support companies they believe in, avoid those they don’t

Comprehensive services: multi-generational planning, asset management, trust & estate strategies, business succession, retirement roadmaps

CFP® since 2001—highest fiduciary standards, transparency, no commissions

Served 6 years as Advisor and Treasurer, Board of Directors—California FarmLink (agriculture nonprofit)

Outside work: hiking, backpacking, skiing, gardening, dancing and supporting my three kids and my partner with her two kids

Whether you're building generational wealth, planning retirement, or seeking investments that match your ethics, I’m here for clear, honest guidance. Let’s talk—no pressure.