Professional designations, credentials and licenses
NMLS 725164
Clients I specialize in: Attorneys and accountants, Business owners, Doctors
As a Private Wealth Advisor Partner, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.
I've worked in the banking and financial services industry since 2001. I help clients succeed by providing comprehensive wealth management strategies tailored to their specific needs. I direct teams of wealth specialists to provide services that help my clients work toward their goals.
I live in Marina del Rey, and serve clients in West Los Angeles, Beverly Hills and Silicon Beach. I enjoy being a passionate advocate for my community. I serve as a member of the Board of Directors for the Special Needs Network and the West Hollywood Chamber of Commerce. I also find joy in mentoring middle and high school-aged girls through the EmpowHer Institute. In my spare time, I love fitness training, traveling and spending time with my husband and two children.
Services I specialize in
Gain confidence and bring clarity to your financial life by working with us to craft a personalized plan to help you work towards creating, growing, protecting and sharing your wealth.
Enhance your retirement savings strategy by working with us to plan for the financial implications of taking distributions from your IRAs, employer-sponsored savings plans and Social Security.
Whatever type of investor you are – conservative or more aggressive, experienced or just getting started – a clear investment plan can provide a path forward toward the future you want.
You work hard to provide for yourself and others. We’ll help you create a plan that extends your legacy forward to support the people and causes you care about for generations to come.
The role of a financial advisor can go beyond investment planning. An advisor can also provide guidance for key moments throughout your life. Perhaps your finances have gotten more complex, and you’d like help creating or adjusting your wealth plan. You may be worried how market changes are affecting your investments. Or you’re experiencing a major life event, such as:
Getting married or divorced
Having a child
Starting a new career
Receiving an inheritance
Buying a house
Nearing retirement
An advisor can help you objectively assess where you are financially and how to prepare for the future as you work toward your goals.
Your advisor will ask about your goals and priorities – where you’re at today, financially, and where you'd like to go. But the main topic of conversation will be whatever’s on your mind. You can discuss how you and your advisor will work together, what you can expect from your advisor, any costs if you decide to move forward, and next steps. You’ll have plenty of time to ask questions, to help you decide if the relationship is the right fit.
No, your initial consultation is free.
We’ll confirm with you what materials, such as recent bank and financial statements, may be helpful for understanding your financial picture. But it’s your choice what to bring. To help you decide – and to ensure you get the most out of the conversation with your advisor – consider the following before the meeting:
What are your most important financial goals?
What concerns you about your finances?
Did you recently experience a major life event?
We’re happy to meet with you virtually or in person. It’s up to you.
