When I took a break from teaching first grade to have our son, Geoff recruited me to assist him with bookkeeping. As our firm grew and we added members to our team, I slowly took over HR, in addition to managing the office and organizing events. I am now applying my leadership skills to creating and tracking internal structures to enhance harmony and health within our firm. Geoff and I have been working together since 2000 and I love being a part of the team.
While growing up on Guam, Elizabeth traveled extensively all over the world with her family. She experienced many ways to live and was exposed to many different points of view. Elizabeth participated in an applied psychology program in HR at the University of Oregon. After graduating with a B.A. in Psychology, she moved to SF and worked in advertising, becoming a teacher in 1987. Now she has found her way back to HR.
Education and Certifications
B.A. Psychology from University of Oregon, emphasis in HR, 1983
Teaching Credential, SF State University, 1990
“I am now applying my leadership skills to creating and tracking internal structures to enhance harmony and health within our firm.”
Started working with Geoff at MCM Wealth in 2000
Teaching first and second grades for San Rafael and Mill Valley school districts
Working at McCann Erickson Advertising Agency, SF
What I Love
Yoga and hiking
Having great conversations over coffee
Spending time with family and friends (doing just about anything)
If you’re looking for a safer, more reliable, more productive way to invest along with state-of-the-art tools for impact investing, insurance planning, estate planning and charitable giving, let’s have a talk.
*Past performance is not indicative of future results. Investors should be aware that “Alternative Investments” or hedge funds often engage in leverage, short-selling, arbitrage, hedging, derivatives, and other speculative investment practices that may increase investment loss. This message is not an offer to sell any interests of such funds. The disclosure document of such funds contains a complete description of the principal risk factors and fund expenses. Prior to investment, investors should carefully read the fund’s disclosure document to determine whether such investment is appropriate for them in light of their financial condition. These investments are proprietary and are available for prospective investors only through MCM Wealth LLC. Please see our Disclosure document.
At MCM Wealth, we specialize in planning and creating portfolios designed to perform regardless of the direction of the economy. We do this primarily via well researched alternative investments that are specifically chosen to be both defensive and productive in bull, bear and recessionary markets. We provide clients in the San Francisco Bay area with whole life financial planning services, private wealth management solutions, alternative portfolio management assistance, asset management, estate planning services, charitable giving solutions, impact investing options, and insurance planning services to business owners, ceo’s, dentists, doctors, entrepreneurs, executives, families, individuals, and impact investors in the San Francisco Bay area. We also serve clients in the Corte Madera, Fairfax, Greenbrae, Larkspur, Point Reyes, San Anselmo, Sausalito, and Stinson areas.
We were founded in 1997 and have offices in Novato California, a suburb San Francisco. We are dedicated to understanding our clients and then providing the highest level of research-based financial management, objectivity, performance, planning, service and communication. We select and offer best-of-breed financial managers in those wealth investment niches that we believe will best serve our clients. We are a fee-only practice, which means we act as a fiduciary for our clients. Our financial advice, financial services and financial solutions are designed to withstand the test of time. We look forward to learning more about you and how we may be of help. Below is a full list of services we offer: