Ameriprise Financial Services

Since becoming a financial advisor in 2019, I’ve made it my mission to help individuals and families feel confident and secure in their financial futures. Before entering the financial world, I spent several years as a golf professional—an experience that taught me the value of patience, precision, and building strong relationships. Today, I bring those same qualities to my work with clients. My approach is deeply personal. I take the time to truly understand each client’s lifestyle, goals, and concerns. Whether you're preparing for retirement, managing a business, or navigating life transitions like divorce or widowhood, I tailor financial strategies that reflect your unique needs. My goal is for every client to feel heard, understood, and genuinely cared for. I love what I do because helping others has always been at the core of who I am. Financial insecurity can be a major source of stress, and I believe that having a trusted advisor can make a meaningful difference—not just financially, but emotionally and mentally. Seeing my clients thrive and knowing I’ve played a part in that journey is incredibly rewarding. I specialize in retirement planning that balances long-term goals with current needs, and I’ve found particular success working with women who are divorced, widowed, or running their own businesses. I also enjoy partnering with families and small business owners who value guidance and want to focus on what matters most to them. Born and raised in Ventura County, I grew up in Camarillo and spent much of my time in the Conejo Valley. I attended College of the Canyons and later graduated from California State University Channel Islands. While in college, I worked at Sherwood Country Club for five years, which helped shape my strong ties to the local community. Today, I reside in Thousand Oaks with my family. Outside of work, I enjoy playing golf, wine tasting, traveling, hiking, staying fit, cooking, and spending time with loved ones. I’m also passionate about learning—whether it’s staying up to date on the economy, politics, health and wellness, investments, or real estate. Let’s connect. If you’re looking for a financial advisor who listens, understands, and puts your best interests first, I’d be honored to help you build a plan that brings clarity and confidence to your financial life.