Team
My role is to ensure that you receive exceptional client service while working with our Cal Cap team. As Client Service Director, I am committed to a trusted partnership with our clients.
My role is to answer your questions and resolve any client service issues you may have. I am the best person for you to contact when you want to schedule an appointment with your advisor or have a client service need.
My role is to act as our company's compliance expert. I make sure that Cal Cap stays up-to-date on new government rules and regulations that affect our clients and our business.
My role as Senior Relationship Manager is to support our Advisors and Client Service staff to ensure we meet the day-to-day needs of our clients and prospective clients and provide you with a first-class experience.
My role is to collaborate with our Investment Planning Committee’s (IPC) Chair, Greg Zedlar, in the evolution and maintenance of our Cal Cap portfolio strategies.
My role is to take the lead creating and maintaining relationships with prospective clients and local financial professionals. If you are a prospective client, I will walk you through who we are and how we work with our clients.
My role is to take the lead in the creation and maintenance of your financial plan. I may also act as your primary financial advisor.
My role is to take the lead on investment planning. I chair our Investment Committee, where we research and select investments on your behalf.
My role is to take the lead as your financial planning resource. When you have an estate planning, tax planning or retirement planning issue, I will work to create the best solution for your situation.