As a Personal Executive Assistant with an emphasis in organizing finances, I manage the personal and financial agendas for individuals, dual professional households, semi-retired, retired and high net worth clients.
With over 24 years of experience in the San Francisco Bay area, my ever-expanding role is to navigate, oversee, track, organize, resolve, simplify and balance the growing complexities and time consuming challenges that face us today.
My strengths include a strong work ethic with an analytical eye, seasoned judgment, consistent accountability, tenacious problem solving, patience and loyal client advocacy. I work closely with my client’s outside advisors, many of whom have agreed to provide a reference.
Each client has a unique set of circumstances.- one needs a full day each week, another needs 3 hrs every other week. My clients’ diversity brings an aliveness to my work as each day is different. Yet constant is my goal to maximize efficiency, optimize priorities and create balance and peace of mind for each of my clients.
I seek out and establish long term working relationships built on trust, responsibility, respect and loyalty. I am committed to the highest standards of professionalism, integrity and confidentiality. I bring a spirit of cooperation and goodwill.