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

Areas of focus

  • Tax Planning Strategies
  • Financial planning for small business
  • Saving for Education
  • Retirement Planning Strategies
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Family Finances
  • Investment Management
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Insurance
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Small Business
  • Investments
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Domestic Partner Planning

Community participation

I hold food banks and foster care support entities close to my heart. My family regularly donates excess home grown produce, and I often volunteer to pack/distribute food at local food banks such as LA Regional Food Bank or Sunland Food Pantry. Additionally, I am an active volunteer for The Assistance Leage of Los Angeles to support foster children and vulnerable children within LAUSD with obtaining clothing, school supplies, and other resources. Lastly, my family is in the process of obtaining our Foster Care License to provide Respite Care Support to Southern California Resource Foster Care families needing respite and emergency services.

Interests

I became a Financial Advisor as a self-proclaimed, "finance nerd." Beyond budgets & investing, the psychology of money fascinates me. I enjoy studying history and following modern world events. Beyond that, I am an avid vegetable gardener and "foodie". My time is best spent with family and friends, preferably outside.