Annual Meeting

I am an estate planning and business transaction attorney practicing since 1994. Hailing from Massachusetts, I graduated from Tufts University with a BS in Clinical Psychology, and from Boston University School of Law with a Juris Doctor in 1994. I moved to California in 2000, and after almost four years at a local firm I opened my own law practice in December of 2003. In my estate planning practice, I help individuals and families gain control over their lives and assets by guiding the way through business succession planning, gifting, and avoiding the probate court. This goes hand-in-hand with my business practice, which focuses on entity formation, contract negotiation, and purchase and sale of businesses. I value being able to contribute to our community through working with Bay Federal Credit Union, and I enjoy the positive challenges that serving on the Board continues to bring.

I graduated from the University of Michigan, Ann Arbor, with a Bachelor’s degree in Electrical Engineering and Computer Science (EECS). I then continued my education, obtaining my Master’s degree, also in EECS. I have worked for the semiconductor giant Intel, and the small company SEI, designing chips for PC motherboards and consumer electronics. In my spare time, I volunteer for various Chinese charities and non-profit organizations. I am very impressed by the culture and philosophy of Bay Federal Credit Union, and as a Board Member, I will endeavor to share that with the community. My commitment to the community and to supporting a local Credit Union will be fulfilled by my contributions to Bay Federal’s future successes in developing great loan and deposit products that meet the criteria of people helping people.

I have worked in higher education for over twenty years and currently serve as Program Lead, Digital Accessibility and Equity in the Experience, Strategy and Design group in Information Technology Services at UC Santa Cruz. I received a Ph.D. from Duke University in Romance Studies (1997), a M.Ed. in Instructional Technology from Kent State University (2001), a Masters and a B.A. in French, as well as a B.S. in Business from San Diego State University. In addition to technology, my interests also include real estate and financial investing. Working with my three brothers, I help oversee a family property management business in San Diego. My family and I joined Bay Federal as soon as we moved to the area because of our longstanding ties with credit unions. Bay Federal’s values and community involvement make it a good place to be on all fronts.