Your financial ally
An ally comes alongside another to lend support. Allies act together and protect one another. I see myself as your financial ally. As an advisor my mission is to support your financial goals with thoughtful financial solutions. Confidence and peace of mind are the by-products I strive to deliver as we work together. Having a knowledgeable advisor can also protect you from distractions to your plan. I serve as a sounding board in an environment with many products, philosophies, and possibilities.
The first step is to determine if we make a good team. Reach out to me via the contact button at the top of the page or by giving me a call. I look forward to hearing your story and sharing my financial philosophy and core values. The initial meeting is where I like to get your plan and savings analysis. It is a helpful tool that gives us a point of reference for moving forward.
I started working in the financial industry in 2003. I have my Series 6, 63, and 65. I am also a Life Insurance and Long-Term Care agent with the state of California.
I have a BA in Communications from Fresno Pacific University and have written several freelance articles on parenting.
I love spending time with people, especially my family. My husband Marc and I have been married since 1991, and we have four young adult sons, two daughters-in-law, and a couple of grandgirlies. I like being creative, reading, and exploring this vast and diverse world.
CA Insurance License No. 0F44046