As the Director of Operations and Client Experience Liaison at SkyOak Wealth, I bring with me over two and a half decades of experience in the financial service industry—working on both the buy and sell sides of the business (investment banks, hedge funds, and RIAs.) I’ve had the pleasure of interacting with a diverse cross section of clients, developing a great rapport and quickly understanding their needs.

I do some of my best work in a high-pressure environment, and I prioritize maintaining good relationships by consistently solving any issues that arises, no matter how complex. I always strive to communicate efficiently and effectively with my clients to ensure they feel valued and heard.

I was born and raised in metro Detroit. After graduating from the University of Michigan, I moved briefly to Colorado then to San Francisco, where I lived for 25 years and raised a family. I moved back to the area with my husband, Paul, our teenage daughter, Sasha, and rescue dog, Ace.