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

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Social Security Retirement Benefits
  • Women's Financial Strategies
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelors in Independent Studies
  • Masters in Business Administration - Concentration in Finance

Interests

  • Family is everything to me. When my kids are around and my house is full of laughter and noise I am at my happiest
  • I love to bake, especially during the holidays. A week before Christmas I spend 5 days making platters for family and friends.
  • Most vacations are spent traveling with family all over the world - Venice was my favorite
  • Projects, Projects, Projects, my husband and I have renovated 2 houses - one as a rental and the other for our daughter while also helping my son with home projects at his house
  • There are no better dogs than a Bulldog - I have 2 bullies; Chica, and Tucker and a Pug; Bailey

Community participation

  • MarSell Consulting - The Believe Center
  • Grace Church of LaVerne
  • The Bible Project

Professional associations

  • Business Network International

Previous experience

  • Investment Advisor at Financial Advocates Investment Management, 2013 - 2018
  • Investment Advisor at Global Private Capital, 2010 - 2018
  • Insurance Advisor at Prizm Financial Group, 2008 - 2018
  • Chief Operating Officer at Members Business Services, 1997 - 2006