Financial credentials
- CERTIFIED FINANCIAL PLANNER Certificant
- Certified Wealth Strategist®
- Series 7, 63, 65 Securities Licenses
- Life & Variable Annuity Insurance License, CA Insurance License #0B27845
Experience
27 years of professional experience
- VP - Financial Consultant, Charles Schwab, 2017-present
- Retirement Plan Sales Consultant, American Funds, 2014-2017
- Relationship Manager, Sierra Investment Management, 2012-2014
Education
- BA Degree, University of Colorado at Boulder
- CERTIFIED FINANCIAL PLANNER TM Certification Education Program, The American College
Personal interests and affiliations
- Girl Scouts of Orange County
- Junior League of Orange County
- Corona del Mar High School Sailing Team, Parent Advisory Board
- Women Investing in Security and Education (WISE)