I am extremely grateful to be an Edward Jones financial advisor. I love my work and feel passionate about helping my clients realize their goals through long-term investing. I do not take for granted the meaningful relationships and partnerships I am able to create and sustain because of my role in the lives of the families and businesses I serve. My ultimate goal is to be a trusted resource that is always focused on education, coaching and making sure my clients feel comfortable with the strategies we implement.

Born and raised on the Central Coast, I have been a San Luis Obispo county resident the vast majority of my life. When I'm not working, my most gratifying role is being mom to my two kids, Carson and Parker. I also enjoy hiking, surfing and golfing.

I chose Edward Jones because they give me the tools to best serve my clients while also allowing me to align my core values with my business model and what I hold most important to me. My Branch Office Administrator, Jade Perez, and I look forward to the opportunity to serve you.

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Wealth Strategies
  • Portfolio Reviews
  • Socially Conscious Investing

My Personal Interests

  • Golfing
  • Hiking
  • Active Lifestyle
  • Baseball
  • Bowling

Office Information

Office Address

170 W Grand Ave Suite 103 Grover Beach, CA 93433

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

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