My Story

I’ve spent my entire career in the financial industry and absolutely love it.  I worked at large investment firms where it was a constant adrenaline rush with little down time, which taught me that my success as a wife, mother, and professional was heavily dependent on having the ‘right’ people around me.  So when I became a financial advisor, I was proud to be that ‘right’ person.

To my disappointment, I realized the industry has greatly underserved women, and even I was guilty of making compromises along my journey to adjust to a relentless and demanding culture.  It was time to start doing things differently.  I began to dig deeper and discovered a passion to serve women and families looking for a better financial experience.  I was not going to conform to a competitive culture focused on material success and would, instead, commit myself to building deep relationships with clients where I appreciate their challenges and share their values.

I create a collaborative environment where my clients can comfortably engage and discuss solutions that make the most sense to them.  By helping to organize and plan out their future, we can reduce stress and anxiety giving them back some of the precious time that I know is so valuable.  

I currently live in Los Angeles with my architect husband and two energetic sons.  Outside of work I enjoy going for nature walks, listening to podcasts about women who want to change the world, taking bar method classes, cooking exotic meals, and spending time with family and friends.