Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Employee Stock Options
  • Saving for Education
  • Charitable Giving
  • Domestic Partner Planning
  • Family Finances
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • CRPC® Chartered Retirement Planning Counselor℠
  • Chartered Retirement Planning Counselor
  • Financial Advisor
  • Personal Financial Planner, UCI 2006


  • Long Beach State University, BS Microbiology







Community participation

Food Finders Volunteer

Colette's Childrens Home

Professional associations

  • Member, Financial Planning Association

Previous experience

  • Ceres Biotech, 2000-2005
  • MCGAW LABS, 1992-1998