We all need others to get ahead in life, and it is my goal to help others overcome this barrier through holistic planning. My career has been shaped by a series of courageous choices inspired by the strong, successful women who came before me. Growing up, my mother was the sole provider for our household. As the years passed, her compensation decreased in direct correlation to her age. Existing bi
ases in the industry meant that no financial advisor had ever approached her. Our family was utterly unprepared for unforeseen events, had no retirement savings, and struggled to maintain long-term care for my father and grandmother. As this cautionary tale unfolded before me, I resolved to dedicate my work to improving the lives of those in historically underserved communities. Before taking on this role, I interviewed several women in my life about their experiences with wealth management professionals. Invariably, their experience involved a referral from a male family member. Yet again, I was struck by the reality of how this industry fails to support women, POC, LGBTQ+ individuals. In securing a seat at the table, I am able to express my convictions and raise the voices of others in my community. The greatest barriers to wealth are lack of education and inadequate resources. It is my ambition to help my clients overcome these barriers through holistic planning. I work with you to manage and build upon your current path, taking the appropriate steps to reach your goals. I’m California born and raised and currently live in Vista with my Great Dane, Tatum. I participate in several local women's groups and LGBTQ+ pride groups. My spare time is typically spent at the beach, hosting game nights with friends, attending community theater events, and going on adventures in the great outdoors. It is my mission to empower, liberate, and guide others on the path to financial freedom. If you’re ready to develop a holistic financial plan that addresses your needs and aligns with your goals, let’s talk! [email protected]
310-614-8884
