If I had the ability to travel back in time and talk to my younger self back in 2006, my younger self would never believe what she hears.

If I was told that 18 years from now I would be the head of my own practice, receive top awards and accolades for all of San Diego Market, and have the trust and respect from top teams in my field, I would think that’s too good to be true and impossible! A newly hired receptionist for Wachovia securities will eventually become this? No way!

With the grace from God, all of this was achieved. The mentorship, training and eventual honor of partnering with Hal Williams (HB Williams Group) and David Sear (Sear Financial) groomed me to be the seasoned veteran in the sea of investments and portfolio management. With proven performance and knowledge of industry trends and strategies, I will take ownership in achieving your investment goals and objectives.

My husband and 3 young children (5, 3.5, & 2) give me the motivation each day to make a difference in those that seek my financial guidance. A work ethic that I’ve adopted years ago from those before me ensures that I don’t leave any stone unturned and each client will receive the best of me because that is what they deserve.

I started out this journey with a “why me?” attitude. Through all the challenges and adversity, ups and downs, earning my stripes, my evolution is now “why not!”