Envisioning retirement is your job. Helping you get there is ours. As your financial advisor, you will experience my deep commitment to you, your family and your long-term investment goals.

Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k)), annuities, equities, mutual funds and insurance.

I have been helping clients build wealth for over two decades. My passion and strength is client-focused education. Our office excels at building long-term relationships with our clients through shared knowledge, active listening and most importantly, understanding what is important to you.

My experience and work history span more than 35 years in the financial services industry, beginning with American Express, then Charles Schwab as a manager and finally at Edward Jones. My skills have been developed over many years of applied experience, education and industry licensing. I encourage you to learn more about me by reviewing my history at BrokerCheck, www.FINRA.org. This public website will provide you with my complete history and professional background.

I am proud to tell you that I have earned the AAMS™ designation from The College for Financial Planning. The AAMS™ training course examines various investment strategies that are crucial for making decisions in the asset-management process. The course includes the study of investments and insurance, as well as tax, retirement and estate considerations. Before completing the course, I was required to pass a rigorous examination and sign a code of ethics and disclosure form attesting to my professional conduct.

At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals. I have established a successful Edward Jones office located in the 500 building, downtown Palm Springs, CA. My office works closely with our LGBTQ community and I believe in "Serving All". It is a trademark for our firm and part of our inclusion outreach, and I am proud to be a member of this diverse community. I joined The LGBTQ Community Center as an Ocotillo member and Founding Legacy Circle donor. I am also an active member of the Desert Business Association.

We look forward to serving your long-term investment needs!