Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Military Financial Advisor
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investments
  • Sustainable and Responsible Investing
  • Insurance
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Family Finances

Qualifications

  • CMFA® Certified Military Financial Advisor®

Education

  • Bachelors of Science, Criminal Justice, California State University, Fullerton

Community participation

-Sponsor of the SPCA.

-Second Harvest Food Bank Volunteer- www.feedoc.org/

-Labradors and Friends Volunteer - www.labradorsandfriends.org/

Interests

-I have been married to my wonderful husband, Coty for 23 years.

-I am a proud mother of two, who always keep me on my toes! My daughter is a senior in high school and my son is a Marine.

-I love anything outdoors. I enjoy backpacking, camping and hiking with my husband and two dogs, Winston and Toby.

-I volunteer on weekends with a local dog rescue and help them walk dogs that are in their care.

-I enjoy reading, cooking and baking.