WHAT I DO
For over eighteen years, I've helped financially successful clients invest for income, impact and legacy.

Helping to manage investments for a number of hard-working professionals, entrepreneurs, active retirees and their families is my passion. I'm a financial advisor, a conscientious listener and a strategic thinker. Drawing from a wide range of quality investment solutions, I build personally tailored financial strategies that best meet our clients' long-term goals. Together with my branch office team, we help clients with wealth strategies, income planning, executive retirement plans, socially conscious "ESG" investing, special needs financial considerations, charitable giving and legacy planning.

PERSONALLY
I hold two advanced degrees, and I'm back to work on a third. I have served on numerous nonprofit boards, including Habitat for Humanity of Orange County, the Oakdale Education Foundation and as past president and Paul Harris Fellow of the Oakdale Rotary. I like to travel with my husband, garden, play the cello and read. I am an advocate for people newly diagnosed to a rare muscle disorder that I've thrived with for decades. I also support area women's shelters, domesticshelters.org, domestic violence survivors and Dress for Success, the career building nonprofit for women rebuilding their lives.

ARE WE THE RIGHT FIT FOR YOU
We have a process called discovery, involving an initial phone consultation to get to know you and what's most important to you. Based on that structured conversation, we can decide if we are the right fit to help with your financial goals, and if not, I can recommend someone in our network to assist you. Our intention is to advance your goals with sound financial guidance to further your American dream.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Special Needs Financial Considerations
  • Socially Conscious Investing
  • Charitable Giving

My Personal Interests

  • Traveling
  • Art Museums
  • Music
  • Reading

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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Branch Team

Request an Appointment

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