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
22
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
  • Intergenerational Planning
  • Saving for Education
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Charitable Giving
  • Cash Flow Management Strategies
  • Estate Planning Strategies
  • Family Finances

Qualifications

  • BFA™ Behavioral Financial Advisor
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Series 31 - Futures Managed Funds Examination
  • Life, Accident and Health

Previous experience

  • Morgan Stanley, Financial Advisor, Rule 144 Specialist, Wealth Associate, 1998-2013
  • Wells Fargo, First Vice President, Investment Officer, Fundamental Choice, 2013-2018

Community participation

  • World Vision - Los Angeles
  • Burn Boot Camp - Costa Mesa, CA
  • Box Haus, Newport Beach, CA

Interests

I am wildly passionate about giving back. I sponsor children through World Vision in the developing nations and donate my time to this organization. In my free time, I love spending time outdoors and maintaining an active lifestyle. I love spending time with family and friends in the Newport Beach area. I love being active in my church in Irvine. I love working out at various gyms in Newport Beach. Being a mom to a little girl is the greatest and hardest job by far.