Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Master of Arts, Anthropology, Western Washington University, 1996

Interests

  • I sing with Sacramento Choral Society & Orchestra
  • I love to cook, and take pleasure in competitive canning
  • My husband and I love movies but don't watch television
  • We read a lot and love to travel

Community participation

  • I attend and volunteer at Grace Episcopal Church in Wheatland
  • I support Girls on the Run of Greater Sacramento
  • I serve on the Board of Directors of the Sacramento Choral Society & Orchestra

Awards & recognition

  • Five Star Wealth Manager, 2012-2019

Professional associations