I've been in the financial services industry since 2008. As a Certified Financial Planner (CFP®), I bring valuable planning insight to each client relationship, and I'm passionate about helping clients fulfill their financial goals.

I am FINRA registered and hold Series 7, 66, and California state life insurance licenses. I graduated from the University of Connecticut with a B.A. in anthropology and psychology and earned my M.A. in anthropology from California State University Sacramento. I enjoy spending time with my husband and our children, as well as scrapbooking and backpacking.

Registered States:
AZ, CA, CO, FL, HI, IA, ID, IL, KS, MA, MI, MS, NC, ND, NH, NJ, NM, NV, NY, OR, TN, TX, UT, WA

I started in the financial services industry in 1982, and have held many titles throughout my career. Most recently I served as Administrative Manager for UBS Financial in the Sacramento branch before joining Anthony as Team Administrator.

I am FINRA registered and hold Series 7, 8, and 63 securities licenses. I look forward to utilizing my unique skill-set to enhance client experience. In my free time I enjoy spending time with my children and grandchildren.

Registered States:
CA

I have worked in financial services for over forty years in many capacities. I'm happy to now be working on Anthony's team as a Registered Client Service Associate.

I hold Series 7 and 63 securities licenses. I enjoy the relationships built with clients over the years and helping them reach their financial goals.

Registered States:
CA