I began my Edward Jones career in 1995 as a financial advisor in Sherman Oaks and became a limited partner with the firm in 2006.

With over three decades of experience as a financial advisor, I have built a successful practice through a time-tested, client-first strategy. The three cornerstones of discipline that I leverage in my practice are transparency, tenacity and tenure.

Fostering a strong conviction for customized financial strategies, investment counseling and relationship management, I am a financial advocate for my clients, and aspire to empower women on the importance of financial literacy. I also have enjoyed being able to help create, build and deploy my clients' financial dreams.

My practice focuses on helping small business owners optimize their retirement plans working in partnership with their CPAs, TPAs and estate planning attorneys.

I also provide advice and guidance to retirees living through retirement by considering both the challenges and opportunities within four massively important interconnected pillars: health, family, purpose and finance.

My team is dedicated to providing highly personalized service. All aspects of our business are aligned to help us better understand what is important to our clients’ unique goals and needs so that we can make a positive impact on their lives.

I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Consultations are complimentary.

Please contact me to discuss your situation and options.

Focus areas

  • Wealth Strategies
  • Insurance & Annuities
  • Divorce Finances
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Retirement Savings Strategies

My Personal Interests

  • Personal Fitness
  • Traveling
  • Golfing
  • Spending Time with Family
  • Walking

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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