About Me
After a fulfilling career in executive roles and my personal experience managing health and financial matters for elderly family members, I decided to pursue my passion for helping others by focusing on the two areas that are often most critical to people’s well-being: health and finances. This is the path that led me to become a Professional Fiduciary. I earned my Fiduciary License following extensive training with seasoned fiduciaries and by completing the PFAC-required courses.
My professional background spans over 25 years in leadership positions, where I managed Customer Service, Fraud Operations, and supported AI initiatives at renowned companies such as Wells Fargo, Capital One, Amazon, and an AI startup specializing in healthcare. Over the course of my career I helped drive significant improvements in customer and employee engagement and satisfaction, launched various digital and fraud capabilities and drove process improvements with savings of more than $50m. I hold an MBA in Accounting and Marketing from UCLA and a BA in Psychology from Harvard University.
With my expertise in customer service, ability to work effectively with diverse personality types, and practical experience in financial services, I am well-prepared to support individuals and their families who are no longer able to manage their own affairs. I am committed to making a positive impact in the lives of those I serve.
Outside of work, I live with my husband in the East Bay of San Francisco, where we raised three children. In my free time, I enjoy outdoor activities like running, gardening, mountain biking, hiking with my dogs and friends, and volunteering to address food insecurity and promote sustainability.