I work to help successful families, business owners and independent investors facing growing financial responsibilities build financial security with actionable trustworthy strategies.

In 2014, I joined Edward Jones as a financial advisor and previously was a financial advisor at Morgan Stanley, this following a long career as an equity trader. My experience and passion for investing are only part of the reason for becoming a financial advisor. I wanted to be in a position where personal connection and deep relationships matter.

A graduate of the University of Southern California, I hold a Bachelor of Science from the Marshall School of Business. Originally from Southern California, I have lived in the Burlingame/San Mateo community since 1994. I value the importance of contributing to the community and am active in local organizations including Peninsula Family Service and Rotary Club of San Mateo. I currently serve on the board of directors of San Mateo Library Foundation and the board of trustees for the Hillsborough Beautification Foundation. When not working with clients or volunteering, I enjoy spending time with my husband, two grown sons, extended family and friends. You can also catch me on the pickleball or tennis court, on a good hike or analyzing a new recipe.

With valued team member Wynne Doherty, we provide highly personalized service. All aspects of our business are aligned to understand what is most important to our clients and partner with them to achieve their unique goals. Call our office to have a conversation about what matters most to you.

Focus areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Wealth Strategies
  • Retirement Savings Strategies
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Hiking
  • Community Outreach
  • Tennis
  • Pickleball

Office Information

Office Address

411 Borel Avenue Suite 505 San Mateo, CA 94402

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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