Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
6
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
  • Sustainable and Responsible Investing
  • Family Finances
  • Cash Flow Management Strategies
  • Investment Management
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Charitable Giving
  • Saving for Education
  • Insurance

Education

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

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

City of Poway - Budget Review Committee

Rady Children's Hospital Foundation - Del Mar Auxiliary, Treasurer

Women Supporting Women - Poway Business Networking Group, Membership Chair

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 Boy & Girl Scouts.
  • I am the Brownie troop leader for Elle my third grader.
  • 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.