My office specializes in serving those who serve others — including physicians, dentists, medical residents, business owners, and other professionals who dedicate their lives to helping others. We provide personalized financial strategies tailored to the unique needs and goals of each client.

Our clients include physicians, dental specialists, veterinarians, optometrists, and entrepreneurs. Most are busy professionals who don’t want to worry about the fine print of their coverage — they want someone they trust to handle it. That’s where we come in.

Our office offers a wealth of experience. I've worked with clients since 1998. My team has been with me for 5, 8 and 10 years. We design, implement, and service financial protection strategies so our clients can stay focused on what they do best. We’ve insured countless healthcare practices and businesses, and we’re proud to be a trusted provider among leading healthcare banks due to our consistent service and reliability.

We also have deep experience with buy-sell agreement funding, helping ensure our clients’ business intentions are protected and properly funded when a triggering event occurs.

In 2021, I was honored to be named to the inaugural Forbes Top 250 Financial Security Professionals List. From 2022-present, have annually been named to the Forbes Best in State Financial Security Professionals List for California.

Outside of work, I enjoy spending time with my husband, kids, family, friends and our 3 feral cats. I’m a proud Girl Scout Troop Co-Leader, Cub Scout Den Leader and Little League T-ball coach. My hobbies include expanding my fruit and vegetable garden, baking, and watching documentaries, movies, and comedy shows. I also assist with my husband’s pet care business which serves dogs in San Francisco. I'm proud to support the Marin Humane Society and Ritter House, which runs the largest food pantry in Marin County.