I graduated with a Bachelor of Science in business management from California State University Sacramento. My concentrations were in international business, finance and marketing.

In 2000, I began working with Edward Jones in Los Osos and moved to my Morro Bay office in 2005. At our office, we use an established process to help our clients meet all their financial needs and goals with ongoing reviews and research. We work closely with our client's attorney and CPA to help make sure our clients stay on track with their long-term goals.

Every year, we like to keep up with the latest trends by completing continuing education that Edward Jones provides, such as advance practice management, key leadership forums and Ted Jones coaching programs.

Since I first moved to Morro Bay, I have been active in the community by serving through various non-profit organizations such as The Morro Bay Chamber of Commerce, Morro Bay Rotary, Historical Society of Morro Bay, Morro Bay Art Association and the Woman's Connection. Also, I have been involved with helping our youth though coaching basketball and tennis.

We are fortunate to live and work in a place that is so beautiful. When I'm out with my family, you may find us on the tennis courts, hiking the local trails or enjoying a day at the beach.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Tennis
  • Health & Nutrition
  • Snorkeling
  • Hiking

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 01:00PM
Sat Closed
Sun Closed

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