While I began my career with Addison Avenue Investment Services in 2010, I have worked in the securities industry for more than 16 years. We have a solid team here in San Diego, and I love working with our clients. Helping clients with their financial plans, and seeing them accomplish their personal goals is a very satisfying feeling, because our team truly cares about our clients’ success.
Prior to entering the financial services field, my focus was on education. I earned a Bachelor of Science degree in Information Systems Management, a Masters in Human Resources and Organizational Development from the University of San Francisco, as well as a Juris Doctorate degree from Western State University, College of Law.
I love to garden, and usually donate the produce from my crops to local food pantries. My husband and I also grow our own grapes and make our own wine. We have a large family, and enjoy getting together throughout the year for just about any reason!
Qualifications: holds series 7 and 66 securities licenses