I serve individuals and businesses with a focus on financial strategies, estate considerations, tax mitigation and business solutions. I take great pride in partnering with clients to develop an investment strategy that aligns with your goals and values. This is done by deeply listening to what is important, understanding the impact, and diving in to both short-term and long-term cash flow and investment needs. I partner to develop a robust portfolio informed by risk, liquidity, operational needs and growth goals. I joined Edward Jones with over 20-plus years of business experience, including 15 years in financial services and a focus in capital portfolio management strategy.

I grew up in San Jose and now live with my husband and children in the East Bay. I enjoy cooking, hiking, traveling and spending time with family and friends. Early on in my life, I had the opportunity to travel the world and experience different ways of life outside of the U.S. This has had a profound effect on me and my approach, from working with diverse individuals and ways of thinking to seeing opportunities that are awaiting to be uncovered everywhere. It is thrilling to me to be a part of helping to better our communities, provide growth opportunities and enable individuals and businesses to optimize beyond where they are today. This speaks to my core belief: with strong drive and passion, anything is possible.

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Employee Stock Options

My Personal Interests

  • Traveling
  • Active Lifestyle
  • Cooking
  • Hiking
  • Music

Office Information

Office Hours

Office Hours
Mon 08:00AM - 06:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 06:00PM
Thu 08:00AM - 06:00PM
Fri 08:00AM - 06:00PM
Sat By Appointment Only
Sun Closed

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