Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Insurance
  • Domestic Partner Planning

Education

  • London University, London England. JD
  • American University in Paris, BS International Economics

Previous experience

  • Morgan Stanley, Financial Advisor, 2008-2015
  • Citi Bank and Smith Barney, Financial Advisor, 2001-2008

Community participation

-Board Member the Solano Community College

  • Solano Community College

Interests

Traveling with my daughters and mother!

My photos

6 albums
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