I worked in the financial sales and service field within Corporate America for over 20 years. I have done everything from being a broker's assistant, to being a broker, manager, wholesaler, trainer and private banker. I am a Certified Financial Planner. For the last six years that I worked in financial services I volunteered with the CFP Board of Examiners to critique and improve the two-day licensing exam. I have a Bachelor's degree in Economics. I was on the Professional Advisory Board of the East Bay Community Foundation and Children's Hospital & Research Center Foundation. It brings me great joy to report that since 2006 I have been working as the Vice President, Major Gifts at a large local non-profit.

I created the Charitable Giving Wheel.

My article on Values Based Living has been published in the local paper.

I've been quoted in the Wall Street Journal about children and values.