I help clients who aren't sure if they're doing enough (and the right things) to prepare for retirement and to stay comfortably retired. Passionate about helping people navigate the road to retirement via straightforward conversations that include investing, social security, healthcare and estate considerations, I work in partnership with my clients, their CPA, attorney and other professionals, using an established process to build strategies to help get them on track and to keep them there.

Dedicated to my local community and my firm, I've lived in North County San Diego since 2001, and have been with Edward Jones since 2015. I received the CRPC™
professional designation in 2020. From a background as a technical designer in the UK fashion industry and as a PTA leader, becoming a financial advisor may not seem like an obvious career move, but the communication skills I learned in those roles continue to be instrumental in achieving my goal of simplifying the language of investing.

I currently serve as a key leader for Edward Jones in the San Diego North region, making sure the newest financial advisors in our region have the training and support they need. I'm a Rotarian, and a proud member and avid volunteer for the Escondido Charitable Foundation – a local organization supporting our community and the people within it. For fun, you can find me crafting with my laser cutter or (circumstances-permitting) traveling with my family – often "back home" to the UK, or to Asia.

I look forward to meeting you.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Socially Conscious Investing

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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