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
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
  • Women's Financial Strategies
  • Wealth Preservation Strategies


  • Series 7 License
  • Series 63 License
  • Series 65 License
  • CA Insurance License 0D12945


  • University of Southern California, Bachelor of Science, Finance

Previous experience

  • Olde Stock Brokers, 1993 - 2000
  • Morgan Stanley, 2000 - 2004

Community participation

Huntington Seacliff Elementary PTA volunteer, procurement, fall fundraiser co-chair

Huntington Beach High School Foundation volunteer

Huntington Beach High School PTSA, VP Ways and Means


Game night with family, husband Jerry and 3 sons

Enjoying free Sunday concerts at Huntington Central Park Library

Bike-riding along the beach paths of Huntington and Newport

Playing hockey on Sunday with my women's team at the Rinks inline hockey

Going to Anaheim Angels baseball games

Volunteering for the Academy of Performing Arts and Huntington Beach High School PTSA