I am the oldest of three kids and I grew up in Southern California. I have always been strong-willed and will stand up for things I believe in. Growing up, I excelled at softball, and from an early age I understood the connection between working hard and positive outcomes. Being on a team for the majority of my life has taught me that anything is possible when you are able to agree on and commit to a common goal.
Over the years, I’ve also learned to just be the person I want to be and not struggle against it. I’m self-reliant and self-aware. I strive to lead and inspire others. I’ve learned that simple acts like walking with my head up high, smiling and connecting with others can make their day.
In my first career I learned how to be a leader with kindness. This is my second career and one where I feel very fortunate to be working with my dad. I truly believe in what we do for people because I have seen the profound difference consistent guidance and partnership can have on someone’s life. I love getting to know people, building relationships, and understanding their needs and wants.
Being a mom of three has taught me that life can be unpredictable and the art of flexibility is essential. I want my kids to know the importance of focus, while also appreciating and adapting to life’s many (sometimes unexpected) adventures. Having a plan is important, however my greatest lessons have come from how I have responded to the curveballs life has thrown my way. This is the same approach I take when cultivating relationships with clients and supporting them while working toward their goals. I joined Raymond James in 2019.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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