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
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
  • Small Business
  • Charitable Giving
  • Saving for Education
  • Insurance

Education

  • California State University, San Marcos - B.S. Business Administration Marketing & Management

Awards & recognition

  • Five Star Wealth Manager, 2023-2024

Professional associations

  • Alpha Xi Delta Alumni Organization
  • CSUSM Alumni Organization

Previous experience

  • Merrill Lynch- Financial Advisor - San Diego, CA, May 2017 - September 2018
  • Homemaker- San Diego, CA, January 2016 - May 2017
  • Athol Savings Bank- Customer Service Representative - Gardner, MA, June 2015 - December 2015
  • Homemaker- Gardner, MA & San Diego, CA, 2010-June 2015
  • Pacific Marine Credit Union- Financial Services Representative - Camp Pendleton, CA, May 2004 - January 2007

Community participation

Rady Children's Hospital Foundation - Del Mar Auxiliary, Unit Co-Chair

Women Supporting Women - Poway Business Networking Group

City of Poway - Budget Review Committee (former position)

Interests

  • I enjoy spending time with my husband (Nick) and 3 children (Mason, Elle & Piper).
  • My children keep me busy and are involved in extracurricular activities, currently my son is learning to play the basson, my two girls are in Girl Scouts and my middle child is learning the violin.
  • I am the Girl Scout Troop leader for Elle my middle child.
  • My son has taken up fishing and I enjoy spending the time with him at Lake Poway with a line in the water.
  • I enjoy cooking and grilling for my family on the weekends.

My photos

4 albums
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