I specialize in helping clients make the shift from employment to retirement. The transition from saving for the last 30-plus years to being comfortable taking their hard-earned money out and turning it into a paycheck can be overwhelming. I have found that helping educate people with this 180-degree turn is the key to sustaining a relationship and keeping them as long-term, loyal clients.
I am not just a Financial Advisor, I also see myself as a teacher. In this age of information, people are overwhelmed with data and choices. As an advisor working under a fiduciary standard of care, I am committed to putting my clients’ needs first and educating them about every available option. Instead of overwhelming clients with industry vernacular and jargon, I simplify the complex world of investments and help them understand what they are doing and why.
I joined Addison Avenue Investment Services in 2007. I work with a talented team, including Michaela Barker, my assistant of more than ten years. Together, we are committed to serving the personal investment needs of our clients, credit union members and their families.
Outside of work, I like to work out, travel, and read. As recent empty nesters, my husband and I also enjoy taking in all that Sonoma County has to offer.
Give me a call and let’s discuss your goals. I look forward to meeting you.
Qualifications: holds series 4, 7, 24, 63 and 66 securities licenses; life and health insurance licensed with variable endorsements. CA Insurance License #0D84056
Forbes America’s Top Women Advisors 2022
Forbes America’s top Women Wealth Advisors, The Forbes ranking of America’s Top Women Advisors was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: wealth advisors with a minimum of 7 years of experience, client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Research Summary (As of February, 2022) 34,500 nominations were received, based on thresholds (9,850 Women) 18,465 Advisors were invited to complete the online survey. 13,549 Advisors were interviewed by telephone. 2,610 Advisors were interviewed in-person at the Advisors' location and 1,203 were Advisor web based interviews. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience.