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.