My practice has been built through forming collaborative relationships with my clients. Clients should truly want my help and understand the value I can bring to their financial situation. While dealing with financial planning and priorities can often be a daunting and stressful endeavor, I seek to work with those who want to team up with me to put themselves in the best possible financial situation.
After I joined Lincoln Financial Advisors, I was fortunate to have the opportunity to develop relationships with hundreds of healthcare employees - primarily women - throughout the Bay Area because of Lincoln’s endorsement by the California Association of Hospital and Health Systems. As a result, today more than 90 percent of my clients are women, due to ongoing referrals I receive from current clients.
Though I remain very active in the development and implementation of employer sponsored plans, over the years I have broadened my focus into financial and retirement planning for business owners, individuals and families. Working closely with clients, as a team member and a guide, continues at Athena Wealth Strategies, which is the exciting next step in this process.
I enjoy golf, hiking, sporting events, concerts and theater. I love to travel with my family, especially to Hawaii and to Disneyland.
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Indiana, Maryland, Massachusetts, Missouri, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Oregon, Texas, Virginia, Washington, Washington D.C. and Utah.
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. In CA, insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com. Athena Wealth Strategies is a marketing name for registered representatives and investment advisor representatives of Lincoln Financial Advisors. CRN2995395-031320
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
Julie VanTilburg, CA Insurance License #0C21028; Maritza Rogers, CA Insurance License #0E50369; Robin Starr, CA Insurance License #0G64012; Jeffrey Better, CA Insurance License #0182274; Kaitlyn Zawada, CA Insurance License #4084200