With more than 11 years of experience, my goal is to partner with you in making financial decisions and empower you to reach your financial goals. Prior to joining Edward Jones, I worked for 15 years as a CPA, primarily in corporate accounting and finance. I used to help companies with their bottom lines. Now I help people. I do not give tax advice but I do work closely with CPAs and legal professionals to provide the best possible guidance to my clients.

With a focus in retirement planning – including saving for retirement, living in retirement and transitioning from work life to retirement life – my favorite clients want a financial partner as they work toward their own personal life goals and dreams. Developing a personalized financial strategy means understanding each unique situation and working together to customize a strategy looking forward. Your financial strategy will be dynamic and is designed to be updated as life changes.

On a personal note, I have lived in Fort Lauderdale for 25-plus years. I am originally from Los Angeles and feel lucky to have roots in two unique places. I am active in my community including Riverwalk Trust, Fort Lauderdale Chamber, Broward Library Foundation, Board Member Tower Forum and Board Member NDSB Chapter of Florida Institute CPAs. I love travel, yoga and time near the beach. I earned my bachelor’s and master’s degrees in accounting from the University of Florida.

Please feel free to contact me at (954) 566-6829 or [email protected].

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Socially Conscious Investing
  • Charitable Giving
  • Domestic Partner Finances

My Personal Interests

  • Traveling
  • Yoga
  • Sports Enthusiast
  • Music

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

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