Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Women's Financial Strategies

Education

  • California State University, Stanislaus - Bachelor of Science - Business Administration, 1998

Professional associations

  • California National Notary Association
  • Turlock Chamber of Commerce

Community participation

  • Emanuel Medical Center Legacy Circle
  • Turlock Relay for Life
  • Turlock House of Hoops
  • Denair Civic Association
  • Turlock Softball Association
  • Turlock Toastmasters

Interests

I enjoy spending time with my family especially my grandkids and my four fur babies. My hobbies include camping, listening to country music, and traveling.

I have a passion for the health and well being of animals. My dream is to one day open a hotel for dogs, where their families can feel comfortable and have peace of mind knowing they are being well taken care of while they are away.

My photos

1 albums
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