I truly love to engage with people and help them understand how they can make their financial dreams come true.  As I learned early on earning money is important but saving and investing it is equally important.  I especially love to help younger people and even youth learn about finances while time is very much on their side. I’ve always been described as (and agree I’m) a very open and relational person, so I really do look forward to talking to you!

I’ve spent my entire professional career around finance and investing. I started working at the Pacific Stock Exchange in downtown Los Angeles, right after high school.  I spent time at PaineWebber (now UBS) and realized this was the path for me.  I had a couple stops in the late 1990’s before landing at JPMorgan (where I also met my husband Darren). Prior to stepping away as a full-time mother of triplets, I hung my hat at Morgan Stanley.  Through all of this, my responsibilities and desires revolved around keeping in close contact with clients and helping maintain relationships.

I’m a southern California native, although I spent a few years in the southeast during my college years. I’m the mother of a set of amazing triplets – two sons and my daughter who has some very special needs J. I love being with and vacationing with family and friends and sharing my life experiences with others.  I played competitive sports in my younger days and today I primarily do so on the golf course!