I have lived in Sonoma County most of my life. I enjoy the beauty Sonoma County provides, not only in landscape, but lifestyle and community. I am married with four children; two boys and two girls. My goal has been to set an example for them by being engaged, strong, positive, and wanting to inspire them through action. I have been in the financial industry for over 20 years. I started my career
as a commercial banker assisting small businesses to thrive and expand. I believe the key to a successful business is maintaining cash flow. Having a steady stream of money to support the business, the people, and their goals is of the utmost importance. I became a Financial Advisor with Morgan Stanley to apply those same principles to individuals and families financial plans. Saving and investing is ultimately about having the cash flow to support the lifestyle and goals that each person and family are hoping to achieve. My passion outside of my family is supporting, educating, and inspiring women, and demystifying the complex nature of finance. The first step is defining why someone does the things they do. Second, it is discovering what someone is trying to achieve. Third, is finding the appropriate solutions to accomplish each specific goal. Disclaimers:
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