I have worked in the financial services industry for most of my career. During my tenure with Charles Schwab, I worked directly with Registered Investment Advisors (RIAs) in the Southern California region. Prior to that, I worked at an advisory firm that helps professional athletes manage their finances.
At HearthStone | Private Wealth Management I am primarily responsible for marketing and relationship development in Orange County, Long Beach, and parts of Los Angeles County.
My husband, Eric, and I are the proud parents of son David, who will soon be leaving the nest to attend college. We enjoy hiking and exploring the great outdoors whenever possible.
BA, California State University, Long Beach
The Wharton School of Business Executive Program 2004
HearthStone | Private Wealth Management
2020 - Present
Charles Schwab Advisors Services, Newport Beach
Director of Client Service
Chamberlain Consulting Group, Irvine
Professional Fiduciary Association of California (PFAC) – Affiliate Member
Orange County Bar Association
South Orange County Estate Planning Council
Bowers Museum, Community Programs