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, always looking out for their best interests and maintaining strict confidentiality.

Educating and informing my clients is a top priority. In addition to our external team of professionals, I have an internal support team that provides exceptional service and administrative support to our clients. My Senior Branch Office Administrator and her well-trained support staff provide a first-class client experience.

I am proud to serve a diverse group of clients with wide ranging goals. I regularly work with multigenerational families to develop unique strategies of wealth transfer and with federal employees to create strategies for asset growth and tax reduction. My clients are assured that I will work tirelessly to help them achieve their financial goals.

I serve my community as a member of the Pasadena Chamber of Commerce and The Financial Planning Association. Additionally, I 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.

My Personal Interests

  • Traveling
  • Sports Enthusiast
  • Hiking
  • Cycling

Office Information

Office Address

171 North Marengo Avenue Pasadena, CA 91101

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 07:00AM - 03:30PM
Sat Closed
Sun Closed

Branch Team

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