I’ve been a caregiver in some capacity my whole life. It’s something that comes naturally to me and I love having an impact on peoples’ lives. Oddly enough, I spent the bulk of my career in the bay area and silicon valley tech sector where my empathetic nature led me into financial product management. When it was time to retire from tech, a rather serendipitous event with a friend led me into daily money management and opened a whole new world to me. I believe I’m uniquely positioned in this field with deep experience in technology, a solid understanding of how to protect against cyber crime, and the skills to manage people’s financial lives through my innate creativity, integrity, patience and kindness.

I am a member of AADMM and am insured through Dominion.