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

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Saving for Education
  • Charitable Giving
  • Wealth Preservation Strategies
33
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
  • DALBAR Rated Financial Professional
  • Member, Financial Planning Association

Education

  • UCLA, BA

Interests

I am married and enjoy spending time in our backyard with our daughter and our big white Akita dog. I love to travel and we make annual trips to Hawaii, for it's lush, relaxed aloha spirit, and Deer Valley, Utah, for it's beautiful, fresh mountain air. For longer vacations, I especially like visiting the smaller towns in France and Italy where we can really immerse ourselves into the local culture. This carries over into my business where I enjoy meeting new people and finding ways to make a difference in their lives.

Community participation

Board Member of the Jones Kanaar Foundation

Revlon walk

  • Women for Wishes Society, Make a Wish Foundation

Awards & recognition

  • Five Star Wealth Manager, 2013 - 2018
  • Ameriprise Circle of Success, 2010, 2012, 2014-2020
  • Forbes Top Women Wealth Advisors, 2020