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

  • Retirement Planning Strategies
  • Family Finances
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Insurance
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing

Qualifications

    • Series 7, Series 66

Education

  • Bachelor of Arts, Psychology and History Double Major, University of Southern California, Los Angeles, CA

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2021

Community participation

Packing Celery for our National Day Of Service!
Packing Celery for our National Day Of Service!
  • Second Harvest of Silicon Valley

Interests

I love to cook, bake, read, travel and spend time with my family.