Contact detailsPhone: 707.953.0305
Branch Office: Orange, CA
I began my career in financial services in 2017. Previously, I was a first grade teacher, and never concerned myself with investments. I first became interested in understanding retirement plans, pensions, and social security when I left my teaching career in 2013. I started out just wanting to get a financial education for myself, so that I could make some sense of it all.
Teaching is still my calling, and now I teach families financial concepts that can make a tangible difference in the quality of their lives. Making a complex subject simple is my specialty. When you have a well-crafted investment plan that you understand, as well as a financial coach, it becomes much easier to stay on track towards your financial goals; and helping my clients stay on track is my mission.
I’m also the wife of a small business owner. My husband is an optometrist with his own practice; and I served as his office manager for several years. I am passionate about helping other small business owners, and their employees, plan effectively for their retirements. I make sure you understand your plan, and that your plan works best for you.
I’ve been married to my husband, Ron, for over 30 years and we’ve raised two wonderful children, a son and a daughter. We are also blessed with two adorable granddaughters. We were born and raised in Southern California, and moved our family to Santa Rosa 15 years ago. We love to spend our free time taking walks, exploring nature, and reading by the lake.