When people ask me the reason I do the work I do, they are often shocked to hear me say "my ex-husband." Typically, you don't anticipate a divorce to be the motivation for the work you do; however, having been through a difficult divorce that left me with only dollars to my name, it opens your eyes to the help you truly can give people.

Life changes and events can cause a lot of turmoil in your life, both personally and financially. Knowing that I have been through this myself and come out on the other side gives me perspective to help other people who don't know where to turn or what steps to take next.

I believe everyone deserves personalized guidance and advice, no matter what their financial situation is, and I pride myself on working with many different individuals in very different circumstances. Nothing gives me more joy than seeing people I work with achieve their financial goals and dreams and knowing I was a part of it.

Originally from Mt. Shasta, CA, I moved to the Bay Area in 2011. I attended California State University Sacramento and graduated in 2007 with two bachelor's degrees in business marketing and sociology. I earned my MBA in finance from Walden University in 2009.

After starting my career with Edward Jones in 2008, I became a limited partner in 2014 and qualified for the Edward Jones Managing Partner's Conference in 2016, an honor reserved for the top client service branches in the firm. For three consecutive years (2018-2020), I received the Edward Jones Eagle Award, an award reserved for financial advisors with "clear vision of both client and business goals" over the past year.

When I'm not spending my time with clients, you will find me with a good book, hiking multiple Bay Area trails or cheering on my Oakland A's!

I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.

Focus areas

  • Employee Stock Options
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies

My Personal Interests

  • Music
  • Baseball
  • Hiking
  • Reading
  • Cycling

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 - 01:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Request an Appointment

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