My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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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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