It’s good to have choices. At Edward Jones, we value personal relationships that are based on a deep understanding of our clients’ unique financial needs. Once I have a clear understanding of your needs, I use a solutions−based approach to tailor a strategy designed to help you work toward meeting short−term needs and achieving long−term goals.

I partner with families, businesses and leaders in the community who are facing growing financial complexity by offering practical and sound wealth and tax optimization strategies. I joined Edward Jones with over 20 years of business experience, including 10-plus years in financial services and a focus in capital portfolio management strategy. I earned my degree from the University of California, San Diego.

I grew up in San Jose and now live with my husband and children in the East Bay. I enjoy cooking, hiking, travel 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.

What is your 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
WeekdayAvailability
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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