Now, as a financial advisor, I am passionate about educating and empowering my clients to make well-informed financial decisions to improve their lives. Using an established process, I gain a thorough understanding of my clients, their priorities, values and goals. After reviewing their current situation, I identify opportunities to build, grow and protect their wealth. Once their personalized str
ategies are implemented, I continue to do the heavy lifting by partnering with them to help keep them on track and adjust their strategy as their lives develop. To provide comprehensive service, I work with clients’ CPA, attorney and other professionals. Any solutions I recommend are based on what's in the best interest of my clients. The heart of my wealth strategies practice is helping clients achieve what's most important to them. I make the complex easy to understand and can answer your questions such as:
- How much do I need to save?
- Will I have enough?
- How do I draw income from my investments? Born and raised in Temecula, I graduated from San Diego State University and became a financial advisor to make a difference for people in my community including business owners, families and women. I enjoy working with those experiencing a major life change: retirement, career transition, divorce or inheritance. My husband, Dan, is a firefighter who loves that he is able to help people every day, as well. Within the community, I support several organizations, the CalFire Benevolent Fund and Toys for Tots. In my free time, I enjoy attending baseball games and concerts, boating in the Colorado River, BBQing and spending time with family. If you are ready to move forward with clarity and confidence to achieve your financial goals, call my office at 951-677-5808. I look forward to partnering with you.
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