As your Edward Jones branch team, we believe it’s important to invest our time in understanding 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. In order to better serve my clients, I earned the CFP® designation.
As I've enjoyed working with a variety of clients over the years, I have made the most impact with small business owners, women post-divorce or widowed, entertainment professionals and executives at local companies.
I enjoy being an integral part of the community and am involved with such organizations as Big Brothers Big Sister of Ventura County, ProVisors (as group leader), my kids' school at Mates Charter (as board member) and the Alzheimer's Association.
My family has lived in the Conejo Valley for over a decade and looks forward to decades ahead. My husband, Joel, and I have three boys, Zane, Wynn, Kash, and our rescue dog, Cookie.