Located just south of San Francisco, overlooking the San Francisco bay, I focus on working with small- and mid-sized businesses, successful tech and biotech professionals, executives and families with complex financial needs. In partnership, we follow a process that connects every aspect of your financial picture to help you achieve your goals and navigate through all stages of life.

What do you value most? Partnering together, I can help you create a bridge between your values and achievement of your financial milestones. For 20 years at Edward Jones, I have been passionate about developing a deep understanding of my client's most important financial and life goals.

I want to understand what's important to you, build personalized strategies to help you reach your goals and partner with you throughout your life to help keep you on track. My team is dedicated to providing you with top-notch client service.

But we're not alone. Thousands of professionals and advanced technology support our office to ensure you receive the most current and timely guidance. In addition, I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help develop a complete, tailored strategy to help you achieve your financial goals.

A native Southern Californian and a graduate of Stanford University, I've lived in San Francisco for 22 years. I find joy in sharing in the success of my clients and spending time with my husband and three busy children.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Traveling
  • Cooking
  • Yoga

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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