I won a stock picking contest when I was in elementary school. I was fascinated by tracking stocks and watching them grow. I also learned about dividend reinvestment and the growth that occurs by owning investments over time and the value of compounding.

I am a California native, born in Carmel and raised in San Diego. I joined Edward Jones in 1994 in Pacific Palisades, CA. I became registered and licensed and became a limited partner in 1998.

I attended the University of Southern California where I earned a BS in business administration from the Marshall School of Business Entrepreneur Program.

After working for Edward Jones for 28 years, I am privileged to work with generations of clients. I value personal relationships.

I am a past vice president and past member of the board of directors of the Pacific Palisades Chamber of Commerce. I also served as a committee member and chairperson for the annual Chamber of Commerce Polo Tournament.

I have earned the Accredited Asset Management Specialist™ designation from the College for Financial Planning. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

I have served at Edward Jones as a mentor, field trainer, hiring team member and compliance leader.

I would like to earn your trust and a portion of your business. I will work with your CPA and attorney. I am here to be your guide during market increases and declines.

I am honored to help serve my clients with tailored financial strategies. I look forward to helping you reach your financial objectives. Thank you for your consideration.

Focus areas

  • Wealth Strategies
  • Business Retirement Plans
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Socially Conscious Investing
  • Intergenerational Planning

My Personal Interests

  • Health & Nutrition
  • Reading
  • Personal Fitness
  • Yoga

Office Information

Office Hours

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

Branch Team

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