I joined National Philanthropic Trust in February 2020 and am the Regional Director of the West. I work with Financial Advisors to help their clients to give liquid and non-cash assets to the social sector. Prior to joining NPT I was a licensed Financial Advisor for 12 years. I started out on the east coast in Philadelphia with ING Financial Partners & PNC Bank before moving to the Bay Area five years ago to join Fisher Investments. I love interacting with clients to help them accomplish their long-term financial goals!
- Regional Director
- National Philanthropic Trust
- Communicating About Wealth | Engaging the Next Generation | Family Philanthropy | Financial Literacy | Fundraising and Donor Engagement | Impact Investing | Wealth Management
- San Carlos
- 21/64 Approach Training