I’m a deeply trusted, discreet, and warm-hearted Professional Private Fiduciary with refined skills in financial and estate management, multi-property real estate oversight, healthcare coordination, end-of-life planning, trust administration, and insurance plan management.
I take pride in being a valued partner to attorneys, accountants, medical providers, and other professionals dedicated to serving elderly and dependent adults. My career has been built on strong, lasting relationships—whether through my fiduciary practice, an employee benefits brokerage, or a nonprofit focused on youth advocacy.
With a unique blend of business acumen, financial clarity, and deep compassion, I bring over a decade of experience to each client relationship. I’m known for my ability to make people feel safe and cared for, navigate sensitive conversations with ease, and present complex or emotional topics in a way that is respectful, clear, and reassuring.
Located in San Mateo
Located in Pleasant Hill
With 12+ years of experience leading high-stakes event operations and managing client relationships, I bring a unique blend of precision, empathy, and logistical expertise to my work as a licensed fiduciary. My background has equipped me with the ability to manage sensitive personal matters with discretion, coordinate across multiple stakeholders, and deliver results under pressure—all of which are essential in trust, estate, and conservatorship administration.
Throughout my career, I’ve built strong, trust-based relationships by communicating with clarity and compassion—skills that are essential when helping individuals and families navigate times of uncertainty or transition. I’m highly organized and systems-oriented, with a knack for streamlining complex processes, managing multi-million dollar budgets, and bringing structure to emotionally charged or logistically demanding situations.
I approach fiduciary work with the same level of integrity and care that guided my leadership in events: acting in others’ best interest, maintaining transparency, and staying grounded in ethical service. Whether working independently or as part of a larger team, I am deeply committed to delivering dependable, personalized support to every client I serve.
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