My practice is especially designed to help you make your finances support your hopes, dreams and visions. Often in life it is the other way around. We sometimes seem to be in service to our cash flow. See what it’s like to work with an experienced, compassionate, professional advisor to provide comprehensive guidance in today’s complex world.
As a former small-business owner and dedicated, service-oriented advisor it is my mission to get you where you want to be. Central to that end, I provide comprehensive planning and the support to implement and monitor that plan, which is the critical factor. In order to get to those goals, we need to take action!
While growing up in San Jose, California I was an active part of many different high school experiences. I was president of the school body, participated in award winning debate teams, chaired Model United Nations and was editor of both the yearbook and our newspaper. I have owned three bakeries/bagel shops and managed a staff of up to 25 people. I’ve raised four children and love most creative activities including painting, writing, sculpting, sewing and I love to build Legos. I have worked in the Financial Industry for the last 10 years and am an excellent negotiator. I have also extensively studied emotional intelligence.
Education / Credentials
San Jose State University, BA in English with Honors
Licenses: Series 7, Series 66, Insurance
BRANCH OFFICE: 1700 Iowa St, Bellingham, WA, 98229.