I began my financial planning career with Merrill Lynch in Palm Springs over 30 years ago. In 2017 I decided to join a firm where I could dedicate myself to offering objective professional guidance to my clients. My goal has always been to build strong client relationships of trust through education and sound advice. I help individuals with their financial planning needs which includes investment management, risk management, tax and estate planning strategies.
I strongly believe that any investment begins with a plan or a road map with specific goals in mind, whether that is wealth accumulation, income for retirement, educational needs or passing of wealth from one generation to another. By creating a road map, it allows us to track our progress, to make sure we are on the proper course or if we need to make a detour due to unavoidable changes, we still have a specific goal we are working for.
I received a B.A. degree in Business and Finance as well and hold my Series 7 and 63 licenses with LPL Financial, and my Series 65 license with WCG Wealth Advisors.
I have been married for fifteen years to my husband, Gary and have resided in the desert for over 30 years. We like to spend time outdoors, traveling with our children at the beach or camping in the mountains.
CA Insurance Lic#0B67138