Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Women's Financial Strategies
  • Investments
  • Saving for Education
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Insurance
14
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
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.S., Business Finance, 2005, San Jose State University, San Jose, CA

Interests

Quality time with my family is the important thing to me. Whether it's just cooking dinner with my husband, cheering on my nephew and nieces at their San Jose judo tournaments, or just gathering for Sunday suppers.

My way of exploring new travel destinations is eating and drinking my way through the city and carrying those experiences back to my own kitchen. I could be identified as that tourist who carries around her large DSLR camera!

I enjoy discovering new bay area running trails, golfing on the weekends, and snowboarding down the highest slopes in the winter.

Giving back to my San Jose community is also a high priority for me.

Community participation

    As an alumni of The Academy of Hospitality & Tourism, Oak Grove High School, San Jose, CA, I'm passionate about mentoring students as an Advisory Board Member.
    I'm also a Parent Volunteer at the San Jose Buddhist Judo Club in San Jose, CA where my nephew and nieces practice and compete in Judo.

Professional associations

  • Campbell Chamber of Commerce