As an Edward Jones financial advisor since 2004, I believe it is important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.

In addition to retirement strategies, I can also help with college savings, insurance and annuities, wealth strategies and estate and legacy strategies.

At Edward Jones, we provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.

My educational background includes a Bachelor of Science degree in accounting from the University of Akron and a Master of Science degree in taxation from California State University in Fullerton. My professional designations include the AAMS™, CFP® and CRPC™ certifications.

Since 1987, my husband and I have resided in the city of Walnut. Besides spending time with my family and friends, I enjoy teaching yoga. Over the years, I have done a great deal of traveling, enjoying such locations as Ireland, Europe, Africa and South America. I am an avid supporter of the ASPCA, a volunteer at the local humane society and am the happy owner of a poodle mix named Jozi. My daughter lives in Florida and my husband is retired from the local phone company. Prior to Edward Jones, I owned my own CPA and consulting firm, having previously served as controller in several start up and Fortune 500 companies. This experience helps me to be a valuable partner to my clients.

Forbes named me to the 2023 Top Women Best-in -State Wealth advisors in Southern California*. In addition, I have qualified for seven consecutive years to the Edwards Financial Advisor Leaders Conference and attended the Barron's Women Advisor Summit since 2020. I also mentor and coach top advisor teams as part of the Ted Jones Coaching Program.

If you are interested in learning about how my team can help, give my office a call today.

*2023 Forbes Top Women Best-in-State Wealth advisors in Southern California, awarded February 2023, research by SHOOK Research, LLC. Data as of September 2022. Compensation provided for using, not obtaining, the rating.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Special Needs Financial Considerations
  • Entrepreneurs & Business Owners

My Personal Interests

  • Yoga
  • Gardening
  • Animal Rescue
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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