As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for your family.

In addition to retirement strategies, I can also help with college savings, insurance and annuities, wealth strategies, estate and legacy strategies.

From a young age, I had an interest in investing. My financial experience started at 18 when I made my first stock purchase. I expanded my knowledge of investing when I worked for my first financial firm in my mid 20s.

I became a financial advisor to make a difference for people in my community especially first-responder families, military families and women. My husband is a firefighter and what he loves about his career is that he helps people every day. I wanted that same thing for myself. Instead of running into burning buildings; the way I make a difference is by providing education so my clients can make well-informed decisions based on facts, not emotion. And partnering with them throughout their lives to help them stay on track to reach their financial goals.

Having grown up in Temecula, I put myself through college by working nights and weekends. I earned a bachelor of science degree from San Diego State University.

My husband, Dan and I, along with our four-legged son Angus, are longtime Menifee residents. We enjoy attending baseball games, boating in the Colorado River, BBQing and spending family time together. I think it’s important to give back to the community, and I support several nonprofit organizations, including the CalFire Benevolent Fund and Marine Corps Toys for Tots.

I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.

**You can also follow me on Facebook**

Focus areas

  • Wealth Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Insurance & Annuities
  • Intergenerational Planning
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Camping
  • Pets
  • Music
  • Sports Enthusiast

Office Information

Office Address

38975 Sky Canyon Dr Suite 209 Murrieta, CA 92563

Office Hours

Office Hours
Weekday Availability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Request an Appointment

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