Welcome to Carpe Diem

Empowering you to make your financial dreams come true.

How may I help you today?

Helping you realize dreams with empathetic listening, wisely diversified investing, and solid financial architecture.

Helping you save taxes with expert preparation, shrewd representation, and CFP tax planning.

Helping you finance the home of your dreams with a mortgage, while a CFP guides you through your financial plan.

CFP #208897
Enrolled Agent #00102250

870 Woodland Dr., Ben Lomond, CA
95005