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. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

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 can also help with your retirement savings so that you have more options when you retire, regardless of what you decide to do.

I have made Silicon Valley my home for 36 years, working with clients who are fully engaged in developing their personalized financial strategies. I believe the key to successful investing is to develop a strategy now that will help you achieve your future goals. Having taught the Financial Workshop for Women Investors, I particularly enjoy guiding women to take control of their financial futures, creating lifetime relationships built on trust and mutual respect.

I became a limited partner with Edward Jones in 2011. In 2019, I qualified to attend Edward Jones’ annual Women's Conference, an honor reserved for the firm’s top 250 women financial advisors. This was my 4th year as a qualifier.

In my spare time, I enjoy running, yoga and gardening. Randy, my life partner of 23 years, and I have a great time cooking and wine-pairing, and fishing at our cabin in Pelican, Alaska.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Employee Stock Options
  • Estate & Legacy Strategies

My Personal Interests

  • Gardening
  • Jogging
  • Yoga
  • Cooking
  • Wine Collecting/Enthusiast

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 02:00PM
Sat Closed
Sun Closed

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