My passion for helping clients is at the heart of everything I do, and I am committed to delivering exceptional service with a cheerful, upbeat attitude. I am proud of the wonderful relationships I’ve developed by putting our clients first. I enjoy providing thoughtful, personalized financial guidance to help each person reach their goals.
With nearly three decades of experience in the financial services industry, I joined Addison Avenue in 2007. As a longtime resident, Santa Rosa holds a special place in my heart, and I feel fortunate to serve such a close-knit and wonderful community. Supporting clients with their financial plans brings me genuine happiness and fulfillment. Outside the office, my husband and I love spending time outdoors and traveling together in our travel trailer.
Qualifications: holds series 7, 11 and 63 and securities licenses