Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Masters of Education- Sul Ross State University- Alpine, Texas
  • Bachelor of Arts in Education- Trinity University- San Antonio, Texas

Interests

I enjoy dancing, swimming, art, theater and going to Wilco concerts. Being with family, friends and preparing foods grown in the Ojai Valley.

Community participation

  • Performances To Grow On
  • Ojai Valley Chamber of Commerce

Professional associations

  • Ventura County Estate Planning Council/Board Member
  • Financial Planning Association
  • Ojai Chamber of Commerce