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Ready to focus on your financial goals? I can help. I'm committed to helping you plan for your future and feel comfortable attaining those goals!

 

 

 

 

 

 

EXPERIENCE:

  • In the financial services industry since 2019
  • Experience banking, bookkeeping, invoicing for lawyers, and assisting in both business and school activities
  • Focused on life and disability income insurance, as well as retirement

EDUCATION & CREDENTIALS

  • BS in Marketing and Minor in Management Information Systems – CSU, Chico
  • FINRA Series 6 & 63 securities registrations
  • CA Life & Health insurance license

INTERESTS:

  • Spending time with my family and in my garden.
  • Active member of the community where I volunteer and donate at school fundraisers and functions, in addition to working on past projects with the Richardson Bay Audubon and the Milo Foundation
  • Member of the Novato Chamber of Commerce, San Rafael Chamber of Commerce and Networking Entrepreneurial Women of Marin.
  • I enjoy crafts and being outdoors, especially hiking in the mountains
  • Insurance
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck