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

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Social Security Retirement Benefits
  • Retirement Planning Strategies




  • University of California, B.S., Physics, 1981
  • University of California, M.S., Physics, 1983

Awards & recognition

  • Five Star Wealth Manager, 2015
  • Ameriprise Ultimate Digital Excellence Award, 2021
  • Ameriprise Client Experience Award, 2023

Previous experience

  • Scientific Analyst, XonTech Inc., Van Nuys, CA, 1988-1990
  • Laser Physicist, Northrop Corporation, Hawthorne, CA, 1985-1988
  • Technical Staff Member, Hughes Aircraft Company, El Segundo, CA, 1984-1985


My husband and I have two favorite pastimes: tennis and travel.