Background
I am dedicated to helping our clients in any way possible. My primary role is to guide them through all steps of the account opening and implementation process, and to help them whenever new issues arise. During life transitions and estate settlements, I am the main point of contact for CPA’s and estate attorneys. I am committed to understand each client’s unique situation and aspirations, and then collaborate with them to help the Advisor ensure the financial plan continues to serve their family.
I worked hard to put myself through college and provide for my family, which instilled a drive in me to educate and impart financial literacy to our clients. With 20 years of experience in the financial services industry, my passion is to educate and advocate on behalf of our clients.
I earned my Bachelor of Science degree in business administration from the University of California, Riverside in 2003. My career began as an Insurance Agent with Allstate, where I developed my fundamental protection-planning knowledge. From there, I spent 16 years supporting financial advisors as a Senior Registered Client Associate, first at Ameriprise and then at Wells Fargo Advisors.
I live in Corona del Mar, California, with my husband, Ricky, and our two young sons, Braxton and Cooper. In my free time, I love to spend time with our children and travel to explore new destinations. I am constantly learning from my children and enjoy spending time with them by doing activities together, including reading, cooking, playing board games, and dancing to music.
