Meet Our Team

I bring my core values of honesty, sincerity, and hard work into my financial practice.  As a business owner, I know first-hand the importance of making sound investment decisions.  I have experienced both positive and negative outcomes in my life that have provided me with great insight into what my clients might be facing.  Viewing each person I encounter as an individual with a unique needs helps me to personalize my service.  I want to know my client’s stories and use this information to provide a comprehensive strategy that is aligned with their goals. I believe in being direct, sincere, and knowledgeable in all that I do. 

I hold an advanced degree in psychology from the California School of Professional Psychology.  Previous to my career in financial advising, I worked in a variety of areas in the wellness field for over 10 years. I enjoy outdoor activities and spending time with my children in my free time.  I have completed 18 marathons including the Boston Marathon in 2009.

My areas of focus include:

Income investment strategies with emphasis on tax-free municipal bonds

Long-term growth with average market risk

Retirement income planning

Establishing asset allocation models to match individual goals, objectives, and risk tolerance