How Can I Help You
With over 25 years in the financial industry—and 16 of those as a dedicated financial advisor—I’m passionate about helping individuals and families pursue their financial goals with personalized care and strategic guidance. I believe in building lasting relationships and empowering clients to create meaningful legacies across generations. At the heart of my work is a deep-rooted commitment to service—I truly believe I was born to take care of others.
What Makes Me Knowledgeable
My approach is grounded in a philosophy of going above and beyond for every client. I’ve had the privilege of working alongside some of the industry’s top advisors at three leading firms, including a five-year tenure with Laila Pence—a Barron’s Hall of Fame and Forbes ranked Financial Advisor. I hold a Bachelor’s Degree in Business Administration and Leadership from Concordia University – Irvine, and maintain Series 7 and 66 certifications, along with my California Insurance License. I’m committed to continuous learning so I can provide the most informed and effective financial strategies.
Getting to Know Me
Outside of the office, I find joy in volunteering, hiking, and gardening. I love spending time with my husband, Bob, a Mechanical Design Engineer, our young son, Bobby, and our dog, Pancho. I’m also passionate about cooking, animals, and giving back to the community. Whether through family life or community involvement, I strive to bring warmth, care, and connection to everything I do.
