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

  • Family Finances
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Insurance
  • Domestic Partner Planning
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • London University, London England. JD
  • American University in Paris, BS International Economics

Interests

Traveling with my daughters and mother!

Community participation

-Board Member of the Vallejo History Foundation

-Board Member of the Mira Theater Guild

-Board Member of the Vallejo Waterfront Festival

-Advisor to Vallejo Together - An Association helping the 'house-less' find a home!

Previous experience

  • Morgan Stanley, Financial Advisor, 2008-2015
  • Citi Bank and Smith Barney, Financial Advisor, 2001-2008