Meet Your Team

Bringing confidence to individuals and families with regards to their finances is the most rewarding feeling in my professional life. By applying my experience and insight, I strive to give my clients’ the edge their wealth needs to thrive — while helping remove financial stress from their lives.

Over the past two decades as a financial advisor, I’ve had the opportunity to see my clients and their families flourish and evolve over the years. I work closely with each and every client, supporting them from working full-time and throughout their entire retirement. Building these lifelong friendships is something I greatly cherish.

I have been a resident of Santa Clarita, CA and have been married for 24 years. We have 2 children: Andrew who is 17, and Isabel who is 15. My dog is a goldendoodle, Bella, who we all adore! Time with my family is the most precious. Together, we love traveling and try to explore internationally on a yearly basis. If I’m not spending time with my family, you can find me volunteering for Zonta international whose mission is the empowerment of women around the world. I also enjoy reading and exercising — I look forward to my 5AM workout every day.

Education:

• Bachelor’s degree in information systems
• MBA

Designations & Licenses:

• Series 7, 65, 33 Registrations
• Insurance Licenses for multiple states, CA being the resident license

What I love most about my work is the ability to help people, whether by supporting and collaborating with the team or partnering with clients to address their needs. As practice manager, I strive to see that our office runs seamlessly in order to best serve our clients and their families.

When I’m not in the office, I enjoy spending time with my family. I have 4 children, two stepsons and a grandson who is almost 3 and is the light of my life. We enjoy various outdoor activities, including camping on the lake, boating and jet skiing

Affiliations:

• NNA – National Notary Association

Designations & Licenses:

• Licensed Insurance Agent
• NSSA (National Social Security Advisor Certificat
• Notary Public

For the last 7 years, I have enjoyed helping develop the practice that we have today as our clients pursue success in their financial lives. From administrative duties to portfolio analysis, I work to manage the operations of the back office while guiding clients through their day-to-day-needs. 

Outside of work, you can find me spending time with my family and my dog, hopefully while enjoying some good iced tea and always embracing new experiences. I have lived my entire life in Santa Clarita and have been married for 18 years. We are raising 16-year-old boy/girls twins who are in 11th grade at Valencia High. I love my 9-year-old Puggle Bella, reading, growing orchids, and I hope to travel more. 

Education:

• Associates degree in photojournalism

Designations & Licenses:

• Notary public