After graduating from Trinity University in San Antonio, Texas and a short stint in Germany, the Great Recession brought me back to the Bay Area where I grew up to start my career as a financial advisor. Edward Jones provides me with the opportunity to utilize my passion for helping others with their finances. In 2015, I earned the CFP® certification and in 2019, I became a limited partner with the firm. My husband, two young sons and I live in Redwood City.

Do you worry about how to diversify your concentrated stock position? Are you unsure how to incorporate an inheritance into your financial strategy? Are you lacking the trusted financial partner that can help you brainstorm scenarios surrounding retirement, paying off your mortgage or gifting to your children or grandchildren? What about planning when faced with an unexpected medical diagnosis? These are all very difficult topics to tackle on your own. We partner with our clients, along with their CPAs and attorneys, to help you balance and prioritize these important matters throughout your life as it changes.

When you call the office, you will speak with one of the members of my dedicated support team, Sandy Lee or Maia Estes. It is our privilege as a team to come to work every day to improve the lives of our clients and our community. We look forward to meeting you!

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Employee Stock Options
  • Divorce Finances
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Baking
  • Running
  • News & Media
  • Reading

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

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