I started my 20-plus year career in insurance and financial services helping clients protect their assets. As a financial Advisor at Edward Jones, I am able to fulfill my passion of helping others while guiding my clients towards financial success and living the life they chose. I understand that everyone has a unique background, goals and dreams, and I take the time to listen and understand what's most important to you, your family and/or your business. I partner with you to create a customized plan that suits you and that targets your specific needs and goals.

At Edward Jones, not only do I help clients protect their assets, I help clients build and transfer wealth. My approach is centered around building long-term relationships with my clients and providing you with ongoing support and education to help you make informed decisions as your financial life evolves.

I honor my commitment to my clients by always acting in their best interest. I am a continuous learner and stay up to date on the latest financial news and strategies. In addition to a bachelor's degree in business administration from Temple University, I hold the CLU® (Chartered Life Underwriter®) and ChFC® (Chartered Financial Consultant®) designations from the American College of Finance.

When not in the office, I enjoy spending time with my family, volunteering, listening to live music and traveling. I am a member of Playa Venice Sunrise Rotary and LAX Chamber of Commerce.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Socially Conscious Investing
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Volunteering
  • Music
  • Community Outreach

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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