I decided to join Edward Jones as a financial advisor after working in the financial industry for nearly two decades. As the daughter of immigrants and a first-generation college graduate, I know what it means to work hard for everything you have.

As your financial advisor, I will understand what is important to you and your family by helping you decide which solutions and strategies would work toward your goals. I will set a clear outlook on your future, by first evaluating where you are today, then set clear measurable goals as to where you will like to be. Will meet periodically to evaluate if current strategy is working for you, or make adjustment according to short- and long-term goals.

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 dreams they may not have otherwise thought possible. My purpose 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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