Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at or contact us for help getting started.

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Areas of focus

  • Family Finances
  • Tax Planning Strategies
  • Divorce Financial Planning
  • Women's Financial Strategies
  • Wealth Preservation Strategies

Awards & recognition

  • Dax Wealth Management Group, Forbes Best-in-State Wealth Management Teams, 2023

Community participation

Manhattan Beach Chamber of Commerce

Hermosa Beach Chamber of Commerce

South Bay Sandpipers

Volunteer at Pacific School and Circle of Love Preschool

Volunteer for Manhattan Beach Education Foundation

Volunteer for WE CAN, Pediatric Brain Tumor Network