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

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Family Finances
  • Saving for Education
  • Insurance
  • Sustainable and Responsible Investing
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®
  • Series 7 and Series 66 Licenses

Education

  • Bachelor of Science, Marketing, Santa Clara University, Santa Clara, CA

Interests

I enjoy spending time with my family and friends and creating memories that we will remember for a lifetime!

Community participation

I volunteer at my daughter's school to help build community and school spirit.

I coach the boys and girls volleyball teams at Holy Family School.