Growing up in a small town in Northern California, Claire developed a strong sense of community and the value of earning trust through hard work. She is known as someone who can step into complex situations, solve problems, and build meaningful relationships along the way.
As a first-generation college graduate and member of the LGBTQ+ community, Claire understands the importance of perseverance and creating opportunities where there may not be a clear path. While attending California State University, Chico, she managed a local business, gaining firsthand experience in the financial challenges business owners face. This experience shaped her perspective early on, showing her that many successful individuals are strong operators, but often lack coordinated, long-term financial strategies.
After earning her B.S. in Business Administration from California State University, Chico, Claire entered the financial services industry with a clear focus: helping people bring structure and intention to their financial lives. Claire and her team take a disciplined, straightforward approach—alongside a team of professionals, including CPAs, attorneys, and specialty advisors, to help ensure every aspect of a client’s financial picture is fully aligned and integrated.
Claire’s practice is built around helping medical professionals, sales executives, and business owners who are earning well, but often operating with disconnected strategies. She focuses on identifying inefficiencies, helping to reduce unnecessary risk, and building integrated plans designed to turn strong income into long-term, tax-efficient wealth. She understands that no two situations are the same and believes that thoughtful, coordinated planning is what ultimately creates lasting results.
When Claire is not working, she loves getting outside — camping, hiking, and biking — as well as trying new local restaurants, hunting for her next great cup of coffee, and spending quality time with her family. An avid reader, she's working toward her goal of 50 books in 2026.
Registered Representative of Park Avenue Securities LLC (PAS). Securities products offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License Number - 4247640. | 8928048.1 Exp. 05/28