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
27
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
  • Retirement Income Strategies
  • Charitable Giving
  • Family Finances

Education

  • Bachelor of Science - with Great Distinction- Business Administration(Marketing)
  • San Jose State University-1990

Community participation

  • Team Owner, Volunteer fundraiser-CSU Stanislaus One Purpose for Student Scholarships
  • Founding Member- Carnegie Arts Center, Turlock
  • Local Volunteer - Ameriprise Financial National Day of Service at Merced County Food Bank
  • Annual Supporter-Hospice of Emanuel and Jessica's House
  • Team Owner, Volunteer fundraiser-Legacy Circle- Cardiovascular Center at Emanuel Medical Center

Interests

  • I enjoy family, outdoor activities, travel, yoga, gardening, music, dance, and the arts.
  • My interests include health and wellness, education, and conservation of precious resources.

My photos

1 albums
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