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 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 (American 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
Mon 06:00AM - 03:00PM
Tue 06:00AM - 03:00PM
Wed 06:00AM - 03:00PM
Thu 06:00AM - 03:00PM
Fri 06:00AM - 03:00PM
Sat 06:00AM - 03:00PM
Sun Closed

Additional Hours

  • Weekends
  • Web Conferencing
Email Me

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