As your Edward Jones financial advisor, I believe it's important to take the time to learn what is important to you before helping you invest. It's not a one-size-fits-all approach. Working closely with you, your CPA and other professionals, I help determine the most effective strategies to help you meet your goals--whether it's sending your kids to college, growing your nest egg, enjoying a long retirement or protecting your assets and loved ones.

I bring more than 25 years to the partnership as an executive, entrepreneur and educator, having worked domestically and internationally, with business owners, families and individual investors to help them build wealth and protect their hard-earned assets, using an established strategy and a long-term, diversified, quality investment philosophy.

I have spent 15 years in finance in a number of senior executive roles, including serving as a corporate officer and senior vice president, with a focus on doing what's best for my clients.

I enjoy educating my clients about investing. Having been an investor for more than 25 years, I particularly value working with women, especially helping those transitioning from a divorce, or the loss of a spouse, helping them make sound decisions for their future.

For more than a decade, I enjoy giving back through teaching at several universities, including my alma mater, Pepperdine Graziadio Business School, where I earned my Masters of Business Administration degree in 2006.

My family and I love living in Thousand Oaks, after moving here from Marina Del Rey. I love spending time with my family, exploring the many parks and hiking trails in the area with my husband and twin boys.

I feel it's important for my clients to truly understand what their money is doing for them. I am here for you to answer your questions and assist you in making sound financial decisions. Please reach out to me to discuss if I can be of value to you, your company and your family.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Divorce Finances
  • Portfolio Reviews
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Fine Dining
  • Community Outreach
  • Traveling
  • Movies & Entertainment

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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