355 Gemma Circle
Santa Rosa, California 95404-2733
Year firm began: 1997
Number of consultants in office: 1
Number of clients: Usually 3-4 clients at any given time; has worked with about 30 since the firm’s inception
Compensation method(s): Project fee or hourly rate. The two main portions of the process (financial philosophy and financial strategy) each cost anywhere from $5,000 to $20,000.
Hourly rate: $150
Client demographics: A typical client has assets of between $3 million and approximately $50 million. Many are involved in family-owned businesses.
Education: B.S. in chemistry from Earlham College (Indiana), M.S. in agronomy from Purdue University, Ph.D. in agricultural economics from University of Hawaii
Previous incarnations: Executive of the California/Nevada United Methodist Foundation; research associate at the International Center of Tropical Agriculture in Colombia, South America
Professional designation(s): None
Outside interests: Maintaining fluency in Spanish and German, participating in the Rotary Club, learning about alternative-fuel vehicles and energy-efficient homes