I started my financial services career with Lincoln Financial Advisors in 1997 as a Financial Planner, joined MassMutual in July of 2003 as their Long-Term Care Insurance Specialist, and I have been independently offering long-term care insurance since June of 2004. In that same year I decided to add Reverse Mortgages to the tools I use to help seniors in the San Francisco Bay Area and I now have an office in Walnut Creek, CA.
I am a member of the Pleasanton North Rotary. I serve on the Board of Trustees of the Diablo Regional Arts Association and I am a Past-President of the Tri-Valley Estate Planning Council. In my spare time I volunteer with the San Ramon Valley Fire Protection District and I am called out to assist on the communications support vehicle during major emergencies.
I earned my Bachelor’s degree in Psychology from the University of California and I have been a member of the California State Bar since 1979. After practicing law for several years, I returned to my career in the retail industry in store management capacities with several major retailers, including Neiman-Marcus and Target.