My Process
- Listen and Identify goals, time horizon, and risk tolerance
- Gather client information
- Develop an investment and planning framework
- Select managers and portfolios
- Implement and monitor the strategy
- Rebalance and adjust portfolios as needed
My History
I grew up living in different countries. After attending college in California, where I received two BAs - one in Literature and one in Religious Studies, I began my teaching career in Mexico City at an international private school. A few years later I entered graduate school in the social sciences which later led me—unexpectedly—into a career in business.
I have been a financial planner for over 20 years. The personal connections and intellectual challenges of this career have come as a very pleasant surprise. I’m grateful for the opportunity to serve as both guide and student, continually learning and adapting as I work on behalf of my clients.