Financial Advisor, Partner
I have worked in the financial services and startup industries for most of my career, starting in the 1990s. I grew up in San Francisco, which is the center of the venture capital industry, and also a great place to spend time outdoors. I spent most of my college years on the East Coast studying history and languages, but my first “real job” was centered on relationship building in the area of technology investment banking at Montgomery Securities in San Francisco. Later, I earned my MBA at the JL Kellogg School at Northwestern, and afterwards returned to the SF Bay Area to work in business development for a few fintech and music software startups. Eventually, I took some time off to get married and start a family, and also rediscovered my passion for horses and long-distance trail riding. In 2012, living in the semi-rural North Bay with a young family, I heard about SoFi, an early stage personal finance company. Suddenly I was back in the world of fintech startups. During my six years at SoFi, I helped launch and lead several initiatives, including SoFi Wealth (now called SoFi Invest), and after a few years as an advisor, became a CERTIFIED FINANCIAL PLANNER™ (CFP®). I enjoy being a connector, a listener, and a problem solver.
For me, a balanced life includes work that I find meaningful, as well as time spent with my family and friends at home and traveling, and time to pursue outdoor activities. I am also involved in a few non-profits and find it gratifying to serve them. I am on the board of Project Glimmer, which is dedicated to serving at-risk girls and women through gifting and days of empowerment, as well as on the Kellogg Alumni Council, and the Audit Committee for Marin Humane.