Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER practitioner
  • Chartered Retirement Planning Counselor

Education

  • M.B.A., 1991, Business Administration, California State University, Los Angeles
  • B.A., 1986, Business Economics, University of Hawaii at Manoa

Interests

I enjoy traveling, reading and cooking

Community participation

  • Treasurer of San Jose Christian Alliance Church
  • Treasurer of Los Altos Rotary AIDS Project
  • Member of Kingdom Advisors
  • Member of WE Los Altos
  • Member of Los Altos Chamber of Commerce

Professional associations

Previous experience

  • Financial Analyst, Gymboree Corporation, 1992 - 1996