I have over 29 years' experience in the financial services industry. I develop client relationships that are long-term and that extend beyond the development of the initial plan. I offer a collaborative partnership that creates and implements personal financial strategies that directly support the primary intentions of my client's lives through the use of estate planning and investment planning services.
I have a Series 7 General securities registration, Series 63 Uniform Securities Agent State law registration, Series 65 Uniform Investment Adviser Law Registration, all held with LPL Financial and a California insurance license for life insurance and long-term care insurance. I graduated with a Bachelor's Degree in Marketing from Golden Gate University.
Together we will evaluate all aspects of your finances and design a long-term strategy whose components complement each other and which reflects your objectives in furtherance of your life goals. I am committed to providing value and the highest professional and ethical standards that my clients deserve. I provide these services primarily by establishing fee-based relationships. This approach ensures that I place my client's interests above my own and that I provide independent and collaborative advice.
I live in San Mateo with my husband, Mark and our three children. I enjoy cooking, volunteering and spending time with my husband and our beautiful children.