I’m here to empower you to make confident, competent financial decisions. Let’s put strategies in place that work for you. Whether your priority is your personal finances, your business, or both, I’m committed to helping you succeed.
Experience
12+ years of financial industry experience
Focus on Female Primary Income Earners, Owners of Service Based Businesses, & Divorce
Education & Credentials
Bachelor of Science in Business – San Diego State University, 2007
FINRA Series 6, 7, 63, and 65 securities registrations held with LPL Financial
Life & Health Insurance License in California, Texas, Ohio, Washington, Oklahoma
Certified Financial Divorce Analyst (CDFA), 2021
Interests
San Diego State University Alumni Board, Member
Bixby Chamber of Commerce Board of Directors, Director
Leadership Bixby Class XX
Professional Networking
Certified Yoga Teacher + Lifetime Yogi
Loves to cook, try new restaurants, and enjoy fancy coffee shops