I decided to join Edward Jones as a financial advisor after more than 17 years in the banking industry for one reason — family. As the daughter of immigrants and a first-generation college graduate, I know what it means to work hard for everything you have. That’s why all of my client relationships start with me listening carefully to your individual goals, so I can understand what’s most important to you. I use our established process to help you define and explore your goals then partner with you throughout your life to help you stay on track.

After nearly two decades in the financial industry, I understand the importance of financial advice, whether my clients are new to investing or more mature with diverse assets. Nothing gives me more joy than to see a client retire comfortably and to live their lives on their own terms. I am passionate about helping people meet their retirement goals and uncovering other goals they may not have otherwise thought possible. My goal for every interaction is to add value to the financial life of each of my clients and I would greatly appreciate the opportunity to serve you and your loved ones.

My office is located in Rockford, IL. It serves diverse clients from across Chicagoland, McHenry County and Winnebago county, including pre- and post-retirees, high net worth clients looking for tax-sensitive solutions, small business owners and families starting or growing college funds. Regardless of their goals, I love being able to offer my clients support and knowledge as well as serving as a bilingual resource to our Spanish-speaking community.

Outside of the office, I love spending time with my wonderful children, Kelsey and Kenneth, out in nature. I also love volunteering in our community and being active at my church. Born in Canada, I lived in Chicago for 30 years, where I graduated from Roosevelt University with a bachelor’s degree in business administration.

Focus areas

  • Business Retirement Plans
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Wealth Strategies
  • Hispanic Family Finances

My Personal Interests

  • Community Outreach
  • Traveling
  • Volunteering
  • Spending Time with Family

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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