Attorney At Law
I have worked in the financial field for most of my career and have an extensive business, accounting and tax background. My experience as a fund and company accountant at Pacific Financial Research, a portfolio management company that managed the Clipper Fund, fueled my interest in estate planning and financial management. After law school I worked for William Paul Naiditch, CPA in the areas of tax and business development to further my tax knowledge and expertise. Mr. Naiditch is a brilliant CPA and was instrumental in developing my tax knowledge. He also introduced me to Gilfix and La Poll Associates, an estate and elder law firm, where I was an associate for 5 years. My work focused on Trust Administration and estate planning.
I graduated with great distinction from San Jose State University with a B.S. in Business Administration, International Business and earned my law degree in 1995 from the University of California, Hastings College of the Law. At Hastings, I focused on estate planning and tax courses with the goal of becoming an estate planning and tax attorney.
I moved to Livermore with my partner, Roy Williams. We enjoy our beautiful Japanese garden with our cat Loui. I am an avid gardener and enjoy golf, skiing, snowboarding, waterskiing, wakeboarding, and scuba diving.