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
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Insurance
  • Intergenerational Planning
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • B.S. Business Administration/Mktg and Economics, San Jose State University, 1990

Awards & recognition

  • Five Star Wealth Manager, 2019-2024
  • Bizzack Wealth Advisory Group, Ameriprise Client Experience Award, 2020, 2023

Community participation

Volunteer for "Habitat for Humanity"

Volunteer for "Friends Feeding Friends"

Volunteer at "Food Bank of Alameda County"

Volunteer at "Food Bank of Contra Costa County"

Interests

I live in Walnut Creek with my Husband. We love living just a mile from downtown and yet far enough away that we can enjoy all the wildlife in the area. We are adjusting to our new found freedom as empty nesters now that our youngest two sons attend CSU Chico. My oldest son is making way his on his own, but luckily still lives close by.

My husband and I enjoy travelling to new places around the world whenever we get a chance.

I am a huge Golden State Warriors fan and love the few times I've gotten to watch their games live.

We enjoy spending time with family and friends in our free time.