Why do I do this work?

When I was about eight, I went grocery shopping with my mother at the old Food Fair in Santa Clara, CA. I remember seeing a man with Down syndrome, maybe in his fifties, walking the aisles with his elderly mother. For the first time, I understood what it meant for someone with special needs to rely completely on another person—and I sensed that this mother would not outlive her son. I had no idea what their broader support system looked like, but I found myself wondering who would care for him when she no longer could.

That moment stayed with me. Of course, as a child, there was nothing I could do to help families like theirs. But after a long career in Silicon Valley, I was fortunate enough to retire early, and I realized I finally had the chance to make a difference. Becoming a licensed professional fiduciary is my way of offering the support I once wished I could give: the reassurance that someone will be there to look out for vulnerable adults when their loved ones are gone.

Why are we called Echo Fiduciary?

I chose the name Echo Fiduciary Services because it reflects the heart of the work I do. As a professional fiduciary, my role is to faithfully carry out the documented wishes of my clients when they can no longer speak or act for themselves. My commitment is to ensure that their values, preferences, and intentions are echoed—clearly and respectfully—through every decision made on their behalf. My focus is on honoring each client’s voice, providing dependable guidance, and delivering compassionate stewardship during life’s most vulnerable moments.