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

  • Divorce Financial Planning
  • Retirement Planning Strategies
  • Investment Management
  • Women's Financial Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Executive Compensation and Benefit Strategies
8
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
  • CDFA®; Certified Divorce Financial Analyst®

Education

  • Bachelor of Science in Business Administration, San Diego State University, 2008

Interests

I enjoy spending time with family and friends, traveling, cooking, outdoor activities whether sun or snow and volunteering with multiple non-profit organizations.

Community participation

  • Del Mar- Solana Beach Rotary Club
  • The Junior League of San Diego
  • Community Resource Center
  • San Diego Food Bank
  • Wounded Warrior Project
  • Just in Time for Foster Youth & San Diego Youth Services

Previous experience

  • Wells Fargo Bank- Personal Banker, 09/2006-03/2010
  • JPMorgan Chase Bank- Financial Representative, 03/2010-06/2011