contact Us

Want to learn more? Call, email, or schedule your complimentary 30 minute meeting.  Meetings can be done over Zoom or in-person  at my office, which is conveniently located near Highway 101 in Mill Valley, CA.



Phone: 415-322-9314

Office: 131 Camino Alto, Suite D2 Mill Valley, CA

Appointment Request

Find a time that works for you!

“My goal for clients is to navigate their busy lives with confidence and security about their finances.”