Client Advisory


Judy is a Principal based in the Silicon Valley office. She provides consulting advice for private clients and advisors on estate planning, wealth-transfer strategies, trust and estate administration, and charitable planning. With her extensive law background, Judy works collaboratively with clients and their tax advisors and estate planning attorneys to ensure that their strategies are consistent with their overall financial and estate plans and to manage, preserve, and grow their wealth for their family and philanthropic goals.

Prior to joining Cerity Partners, Judy worked as an Estate Planning Advisor at B|O|S and served as a member of the Financial Planning Team. In this role, Judy helped clients navigate significant life changes, minimize their tax burden, and identify goals and strategies for legacy planning. Prior to joining B|O|S, she enjoyed a 35-year legal career in sophisticated gift and estate tax planning, charitable planning, and probate and trust administration.


  • Bachelor of Arts in Psychology from the University of Florida
  • Juris Doctor degree from Georgetown University
  • Master of Laws from New York University

Q & A


What kind of clients work best for you?

I like clients who are open to suggestions and think about the entire picture. Estate planning is not all about saving taxes but also planning for what is right for one’s family — being fair is not necessarily about treating each person in your life equally.

What should your clients know the most about you?

I am here to answer questions. If a client does not know the answer, it is a good question.

What do you do in your personal life that helps you help your clients?

I strive to show compassion to others, be a good listener, and share my knowledge.

Who inspired you to pursue your career in financial management? How?

My dad encouraged me to work hard, get the best education available, and have a career so that I would be able to financially support myself without relying on others. I have carried that message forward to my children.

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