I love what I do with, and for, my clients. Listening to their goals and dreams inspires me to help develop appropriate solutions for them. I grew up in a family of modest means, but a strong work ethic. I have learned how to educate and help my clients reach higher levels of financial success for themselves and their families.

I guide my clients through their lives of growing, protecting and distributing their wealth. I take special care and thought in to helping my clients have a healthy and prosperous retirement as well as helping them fulfill their giving and legacy goals.

For the past 15 years, I have served as a financial advisor with Edward Jones. Before joining Edward Jones, I worked for 20 years as a computer manager in the manufacturing and transportation industries.

Active in the community, I am currently the board chair of the Chino Valley YMCA, a board member of the West End YMCA and a board member of the Chino Youth Museum. I also serve on the Chino Community Services Commission. Community involvement and a passion for youth development is important to me and my family.

I have been a resident of Chino for the past 33 years. My husband, Phil, and I have been married for 32 years and I have a 19-year-old son, Taylor. I enjoy cycling and hiking, basically anything outdoors!

Focus areas

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

Office Information

Office Address

6921 Edison Ave Suite B Chino, CA 91710

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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