One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored to all your financial goals.

I came to Lassen County in 1995 and have enjoyed integrating into the community and serving clients here since. I am an active member of the Susanville Rotary Club, Monticola Club and Lassen County Farm Bureau. I have served as a board member of Lassen County Chamber of Commerce and the Lassen Community College Foundation Board.

I have continued my education in the financial services field by earning the AAMS® Designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

My branch office administrator, Kristie Jimenez, has two years of experience with Edward Jones and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives. I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.