I am a local girl that grew up on New Avenue in San Martin. I attended Live Oak High School in the late '90s before moving to Southern California to complete school. But I could never find a place quite like here and decided to move back to the Gilroy area and start a family.
I was introduced to Edward Jones by my mother who has been a Gilroy branch office administrator since 2006. It was through her that I learned about the unique client centered culture of this firm. I can also thank my mother for instilling in me a strong work ethic. Before her career with Edward Jones, she was the executive administrator to the partner in charge at Price Waterhouse in San Jose. My mother began her career with PW in 1984 and has inspired me ever since. My career with Edward Jones began in 2013 and I have been serving clients as a financial advisor since 2018.
As an Edward Jones financial advisor, I believe it’s important to invest my time to understand 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.
I focus on working with retirees or those preparing for retirement, families in transition, women, and small to mid-size businesses looking to build or review their retirement plan. I also utilize our firm's Client Consultation Group to address the unique financial needs of local farm owners. I have built my business by treating my clients as I would want to be treated, a simple idea that still makes sense in today’s complex marketplace.
My primary goal is to help local investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s college education, reduce taxes, plan for retirement, or need a customized approach to address more complex financial needs, I can help.
- Retirement Savings Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
- College Savings
- Insurance & Annuities
- Socially Conscious Investing
My Personal Interests
- Community Outreach
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