Advisor profile

What you can expect when you work with me

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.

Get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Investments
  • Retirement Planning Strategies


  • California Life and Health Insurance License
  • FINRA Series 7
  • FINRA Series 66
  • FINRA Series 31


  • San Jacinto High School with Honors

Professional associations

  • Soroptimist International of the Americas

Previous experience

  • Financial Advisor, Wells Fargo Advisors, Temecula, CA, 2008-2018
  • Financial Advisor, Citigroup Global Markets Inc., Temecula, CA, 2004-2008
  • Financial Advisor, Morgan Stanley DW Inc., Temecula, CA, 2000-2004

Community participation

  • Soroptomist International of North San Diego
  • Leukemia & Lymphoma Society


  • Family
  • Boating
  • Fishing
  • Race Cars
  • Reading Books
  • Traveling
  • Community Participation