My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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25
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

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

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.