Operations: Portfolio Reporting & Accounting
Education, Certifications & Credentials
- B.A. History, University of California, Santa Barbara
- Certified Financial Planner™ Certificant
“All we have to decide is what to do with the time that is given us.” - Gandalf the Grey
Two cats… Ash (a tuxedo) and Cloud (a brown tabby)
Anything Steve, my husband cooks that doesn't use every pot, pan, and utensil in the house.
Something about WCF that makes me proud
Our honesty. In a world of fine print and sales gimmicks, it is refreshing to work in an organization that is open and honest about our fees, performance, possible conflicts of interest, everything.