Selecting the right financial advisor is a deeply personal decision. We recognize that it is important for you to find someone that you connect with and trust.

We are committed to listening intently to understand your dreams, goals and values. We will provide a safe and comfortable environment to share your personal and financial details. This allows us to give you a second opinion on your current financial picture, help you to reimagine your existing picture or even begin the process to build a new strategy.

We offer a wide variety of services to help you reach your goals from preparing and living in retirement to protecting your wealth. We will partner together throughout your life to help ensure you stay on track, utilizing our established process.

We welcome the opportunity to collaborate with your CPA, estate attorney and other trusted professionals.

We are recognized as a team that provides outstanding service. My focus is for you to feel empowered about your financial picture and know that we are here to support you.

We know that we have the most impact with small business owners, someone who is divorced or widowed, executives at local companies and professional women.

After graduating from UCLA, I worked at our Edward Jones Tempe, Arizona, home office and came back to Simi Valley to open my practice. My relatives have been rooted in this community since 1960, which has sparked my passion to keep Simi Valley thriving.

I volunteer in my community, including as board chair for the Simi Valley Chamber of Commerce and the Simi Sunrise Rotary Club.

Outside of the office, Cody and I enjoy staying active. We love to travel, be outdoors and we have a passion for lifelong learning. We enjoy spending time with our families including our son and our Goldendoodle, Dakota.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Retirement Income Strategies

My Personal Interests

  • Traveling
  • Volunteering
  • Spending Time with Family
  • Cooking

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Branch Team

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