As a financial advisor with Edward Jones, I help empower my clients to confidently prepare for their financial future. Our office uses an established process to learn about your hopes and dreams. Then, I help you build a custom financial strategy designed to achieve these financial goals. This driving purpose of helping others reach their financial dreams intertwines with my other passion of being a pillar in the local community.

My community involvement began at the YWCA Monterey County, where I found a passion for empowering women and uplifting local families. This desire to elevate the local community continues to grow through my involvement with IMPOWER, Hartnell College's Women's Education and Leadership Institute, and Monterey County Rape Crisis Center.

Together, we can build a stronger community by helping you prepare for your family's financial future. I help my clients achieve their goals and enjoy being able to make a difference in the multiple generations of the families we serve.

Whether your goal is to retire early, reduce taxes, educate your children or legacy planning, I offer customized solutions. Clients I best serve are:

- People in transition. Whether you are changing careers, going through a divorce, or just starting, I can help you navigate life changes' financial implications. I assist clients with preparing for retirement, portfolio reviews, and general financial guidance to best adjust to a new life stage.

- Retirees or soon to be retired. I am grateful for the opportunity to help protect the assets accumulated by a lifetime of work. Often, retirees seek to optimize their finances; I act as a financial concierge to help clients manage the complexities of Social Security, pensions and their finances.

- Women and money. My business's cornerstone is working with women. I take pride in helping women secure their financial security.

Contact me today for an appointment. I look forward to hearing your story and learning about your goals.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Art & Theater
  • Volunteering

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 - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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