Growing up, I was taught hard work and perseverance. I learned this from both of my parents who worked hard, one running their own business in construction and the other as a financial advisor with Edward Jones. My grandparents also instilled their good will and etiquette, one retiring as Lieutenant Colonel and the other a Lieutenant in the Air Force. There was no better way to grow that discipline than working in the kitchens. I started my career in the culinary field graduating from the Le Cordon Bleu and working my way to sous chef. After a fulfilling career as a chef, I joined Edward Jones to be closer to my family and community. I am a member of Petaluma Valley Rotary and BNI, believing in both of their mottos: "Service Above Self" and "Givers Gain". In my personal life, I like watching baseball, hiking with my Shiba Inu, Kylo, and spending time with my niece and nephew.

I have carried these principles from my childhood and days in the kitchen to my practice where I believe in excellent customer service and always going the extra mile. I do this by understanding what is important to you, and I work with our 5-Step process to help define and implement your goals for the money you have saved.

1. Where are you today?
2. Where would you like to be?
3. Can you get there?
4. How do you get there?
5. How can you stay on track?

In our first meeting, we work on these five questions and learn more about you to give tailored advice to your financial strategy. It's my passion to partner together to help you with your many different needs, whether you're a new investor looking at how to get started or a seasoned investor looking at consolidating and wanting to understand more of what you own. I also partner together with socially conscious investors. I will research mutual funds built around your values. I believe in being well diversified, investing in sound companies to reduce unnecessary risk in your portfolio. Please contact me to discuss your situation and options.

Focus areas

  • Business Retirement Plans
  • New Investors
  • Socially Conscious Investing
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews

My Personal Interests

  • Baseball
  • Culinary Arts
  • Hiking
  • Personal Fitness
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

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