I have always been passionate about helping people plan their lives. I love to listen to friends and family talk about the goals, values, hopes and fears and to strategize ways to translate their thoughts into action. When it comes to my own life, as the daughter of a community health nurse and a lover of the mountains and ocean, I have always felt a strong pull towards building more equitable communities and protecting our natural world.
I joined Terra Blue as a client service associate in 2024 and dove right into the world of financial planning. I have since earned my FINRA Series 7 and 66 registrations and am continuing my financial education.
I’ve loved getting to know our clients and helping them with big life decisions and important milestones. It is amazing to see the impact our client’s financial choices can make on their own lives along with the ripple effects of choosing sustainable investing. By investing in a values-aligned manner, we can all bring about positive change across industries.
I am an avid skier, traveler, home chef, and recently completed my first half marathon, running through the Presidio and across the Golden Gate Bridge. I love to take advantage of the beautiful parks in San Francisco, and my very favorite thing is hosting dinner parties for friends.
It is my belief that planning for one’s financial future cannot be separated from considerations of the social and environmental future of our local communities and world at large. Terra Blue has shown that these goals can be aligned to create strong outcomes for all, and I am thrilled to be a member of the team.