I have been serving individual investors and businesses in the financial industry for 10 years. As a CFP®, I act as a financial guide helping people navigate the journey to retirement. As I've enjoyed working with a variety of clients over the years, I have made the most impact with small business owners, women post-divorce or widowed, entertainment professionals and executives at local companies.
I enjoy being an integral part of the community and am involved with such organizations as Big Brothers Big Sister of Ventura County, the Conejo Chamber, ProVisors, Toastmasters, and am on the executive board of the Alzheimer's Association. I have been honored by my community with such awards as top 40 under 40 for the Conejo Valley (2016); Top Women in Business (2016) by the San Fernando and Los Angeles Business Journal and a finalist for the Los Angeles Business Journal's CFO of the Year Award (2016); San Fernando Business Journal Trusted Advisor Award (2017); and the San Fernando Business Journal Wealth Manager of the Year (2018).
My family has lived in the Conejo Valley for over a decade and look forward to decades ahead. My husband, Joel, and I have three boys Zane, Wynn and Kash, and our rescue dogs, Cookie. I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.