With over 28 years in the financial services industry, I partner with my clients to help them grow, protect, and enjoy the wealth they’ll need in retirement. I hold Series 6, 63, and 65 securities licenses. My experience includes retirement planning, investments, life and health insurance, and long-term care insurance.
In addition to my core financial services, my background in tax and health planning allows me to guide clients through the many stages of life—from building their careers and families to navigating retirement with confidence. I earned my bachelor’s degree in Mathematics/Applied Science from UCLA and began my career in business banking before moving into the financial services industry.
I work with families and business owners, and I love getting to know my clients personally—helping them transition through life’s changes with financial confidence. Because our platform offers products from many providers, I’m able to recommend what’s truly best for each individual client.
Born and raised in San Diego (and happy to be living here again), I’m married to my husband, Nate, and we have two children, Abigail and Liam. Outside of work, you’ll find me cheering at my kids’ soccer, track, and baseball games, relaxing at the beach, or traveling to explore new cultures. I love plants, have a soft spot for Hawaii, and never say no to dessert. My guiding principle is simple: Do the right thing, every time.