As a financial planner, I have successfully helped individuals and corporate investors with their investment planning needs through numerous market corrections and recessions. I joined UBS in 2012 after 27 years at another major financial services firm. I attribute much of my success to the fact that I have always been fascinated by the inner workings of Wall Street and genuinely enjoy helping my clients succeed in reaching all their financial goals.

I am here to work with you to analyze your individual financial situations and recommend a plan of action to help you meet your short and long term investment goals; I can also help you with education funding, retirement funding, structures for charitable giving and estate planning. I have both my Certified Financial Planner™ (CFP) practitioner and Certified Investments Management Analyst™ (CIMA) certifications. I am also FINRA- registered and hold Series 7, 8 and 63 securities licenses, Series 3 commodities futures license and series 65 Investment adviser license. I am committed to maintaining competence as an advanced investment advisor to benefit my clients by any means necessary.

My bachelor's degree is from Occidental College and I attended Wharton to complete my CIMA certification. In addition to my career I maintain active involvement with in my community. I currently serve as a board member on Children Skills for Life, which is a non-profit assisting children worldwide. I am also past director for the Moorpark Chamber of Commerce, Universal City Chamber of Commerce and past President for the Rotary Club of Moorpark.  In my free time I enjoy swimming and hiking. I currently reside in Moorpark with my husband and daughter.

• CERTIFIED FINANCIAL PLANNER (CFP)
• Certified Investment Management Analyst (CIMA)

• Occidental College, Los Angeles CA
• Wharton, PA

• Series 7, General Securities Representative
• Series 8, General Securities Sales Supervisor
• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Representative
• Series 3, National Commodities Futures Examination

• Board Member, Children Skills for Life
• Past President, Rotary Club of Moorpark, CA
• Past Director of Universal City Chamber of Commerce
• Past Director of Moorpark Chamber of Commerce

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