As I started my career path in the early stages of my life, I was in the retail banking side of financial services. Starting as a teller, I rose to the ranks of a supervisory position within six years in the Palms Springs, California, area. I later transferred to my hometown of Yucca Valley at a local savings and loan to be closer to my young family and remained there for four years.

In May of 1999, I was hired as a branch office administrator with Edward Jones in Yucca Valley. As I did in my prior positions, I learned quickly and assisted my financial advisor in training new advisors and coaching them while they built their own practices. I helped in many other capacities throughout my career as a branch office administrator as well. In my first three years with the firm, I earned the promotion as senior branch office administrator. This propelled me into assisting at a higher level. I trained, coached and help other branch office administrators and was recognized with several awards and limited partnership offering. I later decided to take a higher level of client interaction and became a financial advisor in 2007 and have been doing so ever since. And now, after many years, I have moved back to the community where my financial career started. I am privileged to partner with my longtime friend and colleague, John Lowey, in the Palm Springs office.

My ideal client is someone who wants to be involved in their success. I want everyone to have a pleasant, educational experience while allowing me the privilege of helping them reach their financial goals. My ideal client is someone who is in need of retirement planning solutions, legacy strategies, preparing for the unexpected and tax saving ideas.