Our Edward Jones branch team believes it is important to invest our time in listening and understanding who you are as an individual or couple. We work as a team with you, your CPA and attorney to develop a strategy tailored for your needs.
I enjoy working with a variety of clients over the years. I work well with people transitioning due to divorce, executives, small business owners and veterans.
I've been in the Ventura County area since 1991. I have raised four children. My husband and son are currently active duty military. I own exotic birds and goofy dogs and enjoy mentoring young professionals. I am also the chair of the board of directors for the West Ventura County Business Alliance (unification of the Camarillo and Oxnard Chambers of Commerce).
I would like to help you navigate to make informed, financially grounded decisions. Please contact me to discuss your situation and options.
- Business Retirement Plans
- Divorce Finances
- Intergenerational Planning
- Insurance & Annuities
- Retirement Income Strategies
- Entrepreneurs & Business Owners
My Personal Interests
- Art Museums
- Bird Watching
- History and Museums
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