I began my investment industry career in 1995. With more than 26 years of experience as a financial advisor, my mission is to provide every client with targeted, comprehensive financial guidance and wealth management delivered with outstanding professional service and personal integrity. Through a customized approach, I assist my clients in their quest to build, manage, preserve, and transfer wealth.
My top priority is ensuring that my clients have access to investment services that I have always provided. To that end, I would like to emphasize that Stifel provides transaction and fee-based accounts, access to top-tier professional money managers, as well as banking features my clients need. Importantly, Stifel is product agnostic, meaning there are no incentives for advisors to use one product over the others.
In addition to working with families and individual investors, I also work closely with the board of trustees of special districts, cities, non-profit, and for-profit organizations. My priority is to help ensure my clients’ portfolios are closely aligned with their investment policy statement and are periodically reviewed with them. Over the years, I have developed a niche market, providing advisory services to more than 36 special districts throughout California.
I am currently a member of the California Association of Public Cemeteries (CAPC), California Special Districts Association (CSDA), Cemetery and Mortuary Association of California (CMAC), and International Cemetery, Cremation and Funeral Association (ICCFA).
My hobbies include outdoor activities such as hiking and biking on California’s Central Coast and spending time with my family. I am a proud mother of two daughters and one step daughter, who are all educated, accomplished, and loving mothers. I have five grandchildren ranging from one year old to 13 years old. They bring such joy to my life.