Advisor profile

What you can expect when you work with me

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.

Get started
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Retirement Planning Strategies

Education

  • Bachelor of Arts, Business Administration, University of La Verne, La Verne, CA

Interests

On my free time, I enjoy spending time with my husband, Jason, and our two sons, Sean and Ryan. My oldest son, Sean, is currently attending the University of Loyola Marymount in Los Angeles and my youngest son, Ryan, is currently attending Claremont High School. In between soccer tournaments, we love to travel and enjoy time with our family and friends.