Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Divorce Financial Planning
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Investments
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CDFA® Certified Divorce Financial Analyst
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.S. Business Administration, San Diego State University, San Diego, CA, USA

Awards & recognition

  • Five Star Wealth Manager, 2023-2025
  • Dax Wealth Management Group, Forbes Best-in-State Wealth Management Teams, 2023, 2025
  • Ameriprise Ultimate Digital Excellence Award, 2024

Community participation

  • I am a volunteer and serve on the Parent Council and various committees at my son's school.
  • I volunteer and find great pleasure in being involved at our local Jewish Community Center & synagogue.
  • I am a financial education volunteer with Invest It Forward, Sifma Foundation.
  • I am a mentor to other female financial advisors.

Interests

  • First and foremost, I am a grateful and proud Mom of a middle school son, Ari.
  • I have always loved travelling and learning about people & cultures by visiting them.
  • I enjoy cooking and entertaining friends & family in our home.