Financial Advisor, MBA, CFP®, CEPA®, AAMS®, CRPC™
I have worked domestically and internationally with business owners, families and individual investors to help them build wealth and protect their hard-earned assets. I use an established strategy and a long-term, diversified, investment philosophy that helps maximize portfolio construction and tax-advantaged strategies. I work closely with you, yo
ur CPA, and other professionals to help determine the most effective strategies to help you meet your financial goals – whether it's selling your business, growing your nest egg, enjoying a long retirement or protecting your assets and loved ones in strategic ways. I have spent more than 17 years in finance in a number of senior executive roles, including serving as a corporate officer and senior vice president, with a focus on doing what's best for my clients. Having been an investor for more than 25 years, I particularly value working with women, especially helping those transitioning from a divorce or the loss of a spouse make informed decisions for their future. I earned my Master of Business Administration degree in 2006 from Pepperdine Graziadio Business School. I am also a CERTIFIED FINANCIAL PLANNER® professional, Certified Exit Planning Advisor® professional, an Accredited Asset Management Specialist™ professional and a Chartered Retirement Planning Counselor™ professional. When I am not working, I enjoy spending time with my family, watching Marvel movies, finding great new restaurants and traveling the world with my husband and twin boys. I feel it's important for my clients to truly understand what their money is doing for them. I am here for you to answer your questions and assist you in making informed financial decisions. Please reach out to me to discuss if I can be of value to you, your company and your family.
