In Marin / CONVERSATION
A handful of crucial decisions can turn your business into the asset you need it
to be. Our Business Owners Services team can help you make them.
We’re well versed in helping Marin business owners and entrepreneurs.
Depending on your vision, and where you’re at in the life cycle of your business,
we can guide you through the process of creating a disciplined financial
plan. This includes tax and investment strategies for your future succession
or retirement. We’ll help you maximize the value in your business — and the
happiness in your life.
To learn more, call Private Ocean COO Susan Dickson at 415.526.2900 or visit
You own a business.
You face some crucial
We help you make them.
You live your dream.
Personal, powerful wealth management
The Private Ocean Business Owner Services team (L to R): Greg Friedman, Bill Bockwoldt,
Richard Stone, Susan Dickson, Frank Jones, Fred Dopfel, Chip Pyfer, Justin De Tray
Let’s start with the usual question of those
relatively new to governmental affairs: Do you
have a political hero or mentor? You know,
I’ve been interested in politics for years, so it
would be easy to say someone like Abe Lincoln
from a historical perspective or Hillary
Clinton more recently. But more locally, my
answer is Bill Bagley, who represented Marin
in the state assembly in the 1960s and early
’70s. I’ve spoken with him several times and
read his autobiography, along with several historical accounts of that era. He is an incredible
model. Even though he was a Republican, he
was available to everyone, was forward thinking on social issues for that time and was
someone the voters of Marin would very easily
support today — if he was a Democrat. I think
he really had a sense of how to best represent
our community, rather than do what the special interests told him to do. And I think that’s
what is sometimes lacking in politics today.
In 2012, what went through your mind prior
to your running for the California State
Assembly? When I first started looking seriously at running for the state assembly, we
were all told to get in line and support my
opponent — and that was early in my political career; I was still in my 30s. But I thought,
this is not the way to show leadership, to just
support the person I was told to support,
the person Sacramento was moving into the
district to represent it. I thought it was more
important to stand for something, and to distinguish myself with the pragmatic position
from which I make decisions. It was important
for me to run despite the fact my opponent
had the special interest and political blessings from Sacramento. And this, despite the
fact I could have had a safe and secure role on
the San Rafael city council and continue to
develop as a local elected official and have it
known that I, like others, take my cues from
Sacramento. Instead, I think I did the right
thing by giving voters a choice. I also invoked
While it would have been
easier to have my path paved in
gold, I would never trade it for
what I have experienced.