I’ve been involved in the financial services industry in various capacities for decades. I've served as a financial analyst, professional fiduciary, adjunct professor, internal wholesaler, and chief administrative officer. At HearthStone I am primarily responsible for relationship development and marketing.
Prior to joining HearthStone | Private Wealth Management, I worked as a licensed Professional Fiduciary in San Diego. Earlier in my career I was a 401 (k) pension analyst with MassMutual Insurance and an account executive with SEI Investments Company. I also have an MBA. I derive great satisfaction from guiding clients through the many aspects of financial planning and goal setting.
My husband, Brian, and I have three children: Kevin, Eric and Jessica. We are a sports-loving family and enjoy an outdoors lifestyle.
BS, Virginia Tech, Blacksburg, VA
MBA, Temple University, Philadelphia, PA
HearthStone | Private Wealth Management
2017 - Present
Chief Administrative Officer
Valley Forge Products, LLC, 2013 - 2017
Owner, Professional Fiduciary
Del Mar Fiduciary Group, 2010 - 2013
Wingate University, 1998 - 2002
SEI Investments, 1994 - 1998
401-k Pension Analyst
MassMutual, 1992 - 1993
Society of Trust and Estate Practitioners (STEP), Orange County – Affiliate Member
North County Estate Planning Council
Probate Attorneys of San Diego (PASD)
Orange County Bar Association
Professional Fiduciary Association of California (PFAC) – Affiliate Member