Chief Financial Officer
Why I love what I do
I truly enjoy the many facets of our work. In any one day I might be developing a customized solution for a client, assembling a financial plan or listening to the latest intelligence on the market from brilliant economists. However, the best part by far is getting to know our clients. Everyone has a great story and dreams and needs that are distinctly their own. I love learning about them and their families and helping them reach their goals. That makes me happy to go to work every day.
In addition to my work, I am most passionate about. . .
Making a difference in our community. I am actively involved in community organizations like the Coastside Women’s Club, which raises money to support the local high school and local charities. In the past I helped coach high school debate and worked with youth leadership organizations, which I hope to do again in the future as time permits. Finally, with five UCLA degrees in our family, we are true Bruins!
When I’m not at work, I’m . . .
Swimming, walking and playing with our dogs Luna and Buster, reading the latest selection from book club and travelling. My husband and I delight in spending time with family and friends, especially our grown children, son Matt and his wife Jen, and our daughter Sarah.