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
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
  • Business Retirement Plans
  • Investment Management
  • Estate Planning Strategies
  • Insurance

Education

  • Bachelor of Arts in Psychology from California State University Channel Islands

Awards & recognition

  • Sherfina Advisors, Ameriprise Client Experience Award, 2025

Previous experience

  • Financial Advisor, Edward Jones, Thousand Oaks, CA, 2019-2025

Community participation

I am proud to be serving on the board of Youth Entrepreneurship Programs | Fishbowl. Fishbowl

The mission of FishBowl is to make entrepreneurship education accessible and transformative for every student. FishBowl delivers hands-on learning in branding, finance, sales, and creativity, while Fishbowl Fund removes financial barriers through scholarships, supplies, and community support—so every child can participate.

I am able to give back to the community and help enrich the next generation. Since I have young children myself, this is particularly important to me.

Interests

When I am not working, I enjoys playing golf with my husband, dad and other family member and friends. I grew up playing golf and is how I met my husband. We also enjoy wine tasting, hiking and invest in Real Estate. I also enjoys staying healthy with exercising, focusing on cooking healthy meals, baking, gardening, and staying on top of all thing's health and wellness. I also enjoy keeping up with business and politics. Most of my time is spent with my kids, exploring and getting involved in sports.

My photos

1 albums
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