In 1994, I began my career with Edward Jones as a financial advisor. I became a limited partner of Edward Jones in 1998, became the first regional leader for the Los Angeles area in 2000 and was named general partner in 2003. As a limited partner and financial advisor, I continue to serve my clients in our Agoura Hills, CA, branch office.

During my career with Edward Jones, I have qualified for the Managing Partner's Conference since 2016 and I have attended the Barron’s Top 100 Women’s Advisors Summit consistently since 2013 where I meet with the top women financial advisors.

As a Los Angeles native, I’ve earned my business degrees from California State University Northridge. I hold an AAMS™ designation and have my Series 7, 63 and 66 registrations.

At Edward Jones, we remain focused on delivering customized financial guidance through personal relationships with a high-level of personal service. As a financial advisor, my focus is to serve the long-term investor. I strive to develop a personal relationship with my clients and their families so I can understand their needs and customize solutions that will allow us to look to the future with a sense of security. It is important that my clients recognize their tolerance to risk as I guide them to implement investment strategies that they comprehend and are comfortable with through good and volatile markets.

Our branch team includes two branch office administrators, Hilarie Steinzeig and Ani Tchorbajian, who are both committed to meeting and exceeding your expectations for high-level service. In addition, we at Edward Jones employ thousands of qualified resources and have advanced technology to support our local office.

I also work closely with my clients' professionals such as tax specialists, attorneys and third-party administrators to help ensure successful financial strategies are passed on to the next generation.

Please feel free to reach me via phone at (818)999-4944 or email at [email protected].

Focus areas

  • Business Retirement Plans
  • College Savings
  • Employee Stock Options
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Insurance & Annuities

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

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