Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Cash Flow Management Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • FINRA Series 7
  • FINRA Series 66

Education

  • MBA, Master of Business Administration - California State University, Los Angeles,

Awards & recognition

  • Orchard Financial Group, Forbes Best-in-State Wealth Management Teams, 2024

Previous experience

  • Financial Advisor, Merrill Lynch, Pierce, Fenner & Smith Inc., Pasadena, California, 2017-2020

Community participation

  • The Village Enrichment Program Founder & Board Member
  • Motivating Our Students Through Experience (MOSTe) Mentor
  • The Ebell Club of Los Angeles Women's Club

Interests

  • Travel
  • Live theatre & music
  • Walking/hiking
  • Volunteering
  • Sports fan - Tennis, Football
  • Watching my god children compete!