As a Financial Advisor with over 28 years of experience in the financial services industry I am dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. My mission is to provide every client with targeted, comprehensive financial advice and portfolio analysis, delivered with the highest level of personal service and professional integrity.

Prior to joining Well Fargo Advisors, I worked in the financial services industry for 14 years, including 4 years as a Vice President with BlackRock and 10 years at Franklin Templeton Investments. I also owned and operated a swim school for 7 years. I attended the University of California at Davis where I obtained my B.A in Exercise Science and played Women’s Water Polo. In addition, I hold a Certified Investment Management Analyst CIMA® practitioner designation.

Active in the local community, I have participated in community organizations such as: National Charity League of Walnut Creek, Boys Team Charity of Walnut Creek, Tuesday Forum and Lafayette Tennis Club. I live in Walnut Creek with my husband Mike while our two children are in college. I love playing tennis, hiking, cycling and spending time outdoors with my family.

Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event, it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals.

I am a Wells Fargo Platinum Council Member (2019, 2023, 2024, 2025) *

CA Insurance License Number: 0I33646. Resident State CA

*The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism






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The use of the CDFA^® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.