Following a successful career as an executive with Wells Fargo, I chose to make the move into the securities industry by joining Edward Jones in 1997. I became a limited partner with the firm in 2007 and have served in various leadership capacities as a member of our regional leadership team.

As a financial advisor, I am able to leverage my banking experience with my years in the securities industry to better serve the financial needs of my clients. To broaden that experience, I strategically work closely with CPAs and estate planning attorneys to present well-rounded financial coverage. As professionals, we work together as a team to better serve the overall needs of our mutual clientele while maintaining strict confidentiality.

In addition to our external team of professionals, I have an internal support team that provides exceptional service and administrative support to our clients.

I am a member of the Edward Jones Grassroots Task Force and California co-chair. The task force is dedicated to making the voice of the individual investor heard on Capitol Hill. Established in 1985, The Grassroots Task Force is the securities industries' only volunteer advocacy organization.

The task force is comprised of financial advisors and branch office administrators from all 50 states. Its representatives serve as a constituent resource for elected officials and staff to ensure they are well informed on legislative issues impacting individual investors.

I serve my community as a member of the Pasadena Chamber of Commerce and The Financial Planning Association. I also provide a weekly "Financial Focus" article for the Pasadena and San Gabriel Valley Journal Newspaper on topics related to finance and investing. In my free time, I enjoy reading, traveling and attending live concerts and sporting events.

I would like to enhance your financial confidence and help you make informed, financially sound decisions. Please contact me to discuss your situation.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

My Personal Interests

  • Art & Theater
  • Traveling
  • Active Lifestyle
  • Health & Nutrition
  • Sports Enthusiast

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:00AM - 03:30PM
Sat Closed
Sun Closed

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