I am the Operations Manager at HC Financial Advisors and assist clients with their interactions with Charles Schwab and TD Ameritrade, our two custodians, and trading platforms. I am responsible for opening new accounts, processing client requests and distributions, and completing all transactional forms. I also assist Steve Biggs in preparing investment reports for analysis and review. I am also a Chartered Mutual Fund Counselor (CMFC).
I have over 25 years of experience working in the securities industry. I began my career working on the Pacific Coast Stock Exchange with several municipal bond trading desks before moving to the advisory side of the business, where I feel I found my niche. I pride myself in providing excellent service and support to both our clients and advisors. I am also a Notary Public for the State of California.
I enjoy hiking, spending time with my husband and two children, and getting involved in the community. I volunteer for both of my children's schools in Walnut Creek. My son and I also volunteer together with boys team charity, Inc. where our favorite project was replanting native plants with the group, Save Mount Diablo.