Santa Cruz, California 95031
As a Collaborative financial practitioner, I am committed to helping divorcing couples reach durable financial agreements. As an active practitioner and Collaborative trainer, I enjoy the ongoing education that this profession demands. The reward is when families co-create their agreement in a respectful manner; for the family by the family. Offering services in California and Vermont via Zoom and WebEx.
Professional ActivitiesCollaborative Practice Trainer IACP Board member (2015 - 2017) IACP Training Advisory Committee Co-Chair/Chair (2015-2016) IACP Standards Committee member (2003-2006) (2017 -Present) ~Officer-Collaborative Practice Silicon Valley (2000-2005, 2007-Present) ~CPSV - Mentoring Committee Co-Chair (2015-present) ~Association of Divorce Financial Planners ~Collaborative Practice California - CPCal ~Institute of Divorce Financial Analysts ~Santa Clara County Bar Association ~Treasurer, Santa Cruz Downtown Toastmasters (June, 2014 - July, 2015)
BS Finance and Ecomonics. San Jose State University 1990.
CFP - Certified Financial Planner 1996
CDFA - Certified Divorce Financial Analyst 1997