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
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Investment Management
  • Insurance
  • Social Security Retirement Benefits
  • Saving for Education
  • Small Business
  • Wealth Preservation Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Business Retirement Plans

Previous experience

  • Finacial Advisor, Wells Fargo Advsiors, 11/2001-11/2011
  • Financial Advsiors. Waddell and Reed, 11/2011-4/2017

Community participation

I was involved in Western Welcome and held a board position two years

Volunteered for the London Bridge Days parade

Enjoyed being the dugout mom for my daughters softball team

Member of the Day Breakers Lion club

Volunteered on the Committee for WAHS building fund campaign

Interests

Enjoy the outdoors running, biking,and swimming. I have completed many half marathons over the years. I have done a few triathlons also. Fitness is important to me

Spending time with my family any chance I get

Enjoy my two dogs and a cat. They are like my kids now that my daughter has graduated college and moved to Seattle.

My photos

1 albums
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