As a financial advisor, I create authentic relationships with my clients to help them reach their financial goals. My goal is to be realistic and honest with what I think a client may or may not achieve. I support my clients during market volatility and help them have the courage and clarity to take the most appropriate investment decisions.

I am open to serving any client that needs guidance. However, my ideal clients live in the Santa Monica-Malibu area, and are investors interested in sustaining and reasonably growing their wealth, while building an authentic, long-term relationship with a trusted advisor. My primary focus is preparing my clients against the unexpected.

My background comprises roles at other financial services firms, among which are American Express Financial Advisors, TD Waterhouse and Ameriprise Financial. Besides holding an MBA, I hold a Master of Dispute Resolution, as well as the Series 7, Series 66 and Life licenses.

In addition to being passionate about helping my clients, I am highly committed to community activity. My volunteerism involves causes I care deeply about, such as Women's causes (California Federation for Business and Professional Women) and the fight against cancer (Cancer Society). In addition, I enjoy networking in the Southern California Malibu area with my peer Pepperdine University alumni so we can explore together how we could serve our community.

Focus areas

  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Charitable Giving

My Personal Interests

  • Art & Theater
  • Art Museums
  • Health & Nutrition
  • History and Museums
  • Hiking

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 06:00PM
Tue 09:00AM - 06:00PM
Wed 09:00AM - 06:00PM
Thu 09:00AM - 06:00PM
Fri 09:00AM - 06:00PM
Sat 09:00AM - 03:00PM
Sun Closed

Additional Hours

  • Web Conferencing
Email Me

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