My Purpose and Approach

It is my purpose to help the individuals and the families I work with to be confident in their financial strategy and to achieve the goals that are important to them.

I approach my role as a financial advisor from a health perspective because your fiscal health and physical health are related. Before coming to Edward Jones in 2018, I had a career in public health as an educator and researcher, helping my community to improve health outcomes and live their best lives. The analysis and conversations provided such insight into the many layers of caring needed for our well-being and that of our loved ones. My approach is wholistic, taking into consideration your short and long-term goals, healthcare needs and legacy goals.

How do we work together? I strive to make sure you feel heard and understood because understanding and knowing you is my first step before providing any recommendations for a personal strategy to meet your unique needs. I take my role seriously in helping you keep focused on what is most important to you and we will meet at least annually and as needed to stay on track. Also, I welcome your tax and/or estate planning professional, or any other important planner on your team into the conversation so we can make sure all your needs are met.

In addition, I am fortunate to have the support of Debbie Cannizzaro, Branch Office Administrator, who has been providing an excellent client experience at Edward Jones for over nine years. Debbie loves gardening, golf and entertaining.

A Few Fun Facts

I am working my way around the world, having visited Australia and countries in Africa, Europe, Central America, and Asia. I studied in Zimbabwe, South Africa, and Viet Nam and traveled to Kenya as a medical volunteer. I love to read and listen to books and despite terrible allergies, hiking. I have been married to my amazing husband, Sean, for over 11 years and we have two bright and spirited daughters that rule our world.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Divorce Finances
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Hiking
  • Reading
  • Running
  • Traveling

Office Information

Office Address

2280 Lincoln Avenue Suite 100 San Jose, CA 95125

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 - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Branch Team

Request an Appointment

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