As your Edward Jones branch team, we believe it’s important to invest our time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do. I also work with small business owners in evaluating their business retirement plans and their transition strategies.
I have been serving individual investors and businesses in the financial industry for 10 years. As a CFP®, I act as a financial Sherpa helping people climb the mountain of retirement and, more importantly, get down safely.
I enjoy being an integral part of the community and am involved with such organizations as Big Brothers Big Sister of Ventura County, the Conejo Chamber, ProVisors, Toastmasters, executive board of the Alzheimer's Association and Rotary.
I have been honored by my community with such awards as top 40 under 40 for the Conejo Valley (2016); Top Women in Business (2016) by the San Fernando and Los Angeles Business Journal and a finalist for the Los Angeles Business Journal's CFO of the Year Award (2016); San Fernando Business Journal Trusted Advisor Award (2017); and the San Fernando Business Journal Wealth Manager of the Year (2018).
My family has lived in the Conejo Valley for over a decade and look forward to decades ahead. My husband, Joel, and I have three boys Zane, Wynn and Kash and two rescue dogs.