For 32 years, I have advised investors, small businesses and corporations about retirement plan options, investments, college planning, estate and legacy considerations, and preparing for the unexpected. My experience with life insurance and annuities is extensive.

As a fierce believer in hard work, determination and persistence, I know it's possible anyone can save and build for their future. I find great satisfaction in seeing clients achieve their lifelong goals as a result of our work together. The most common statement I hear from my clients is "I wish I met you sooner."

As a financial advisor with a Certified Financial Planner™ (CFP®) designation , I engage with high net worth clients and business owners to achieve their financial goals. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

I support my community as a board member of The Calabasas Chamber of Commerce. I also volunteer with Toys for Tots, Dress for Success, Calabasas Pumpkin Festival and Gifts of Kindness for those in need.

Jeff and I have been married for 27 years and are the proud parents of Bennett and Bryanna. My passions are hiking, baking, cooking and entertaining, not necessarily in that order.

I have faith that anything is possible, and I lead my clients to do everything they can to reach their goals. Remember, it's not how much you make, but how much you save.

Focus areas

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

My Personal Interests

  • Traveling
  • Cooking
  • Baking
  • Culinary Arts
  • Snorkeling

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More