I’m a proud Bay Area native, born and raised in Walnut Creek, and I’ve had the joy of raising my four children here as well. Today I live in San Ramon, and I love spending time in the communities surrounding Mt. Diablo—whether that means a quiet walk among the redwoods in Tilden Park or a quick drive into San Francisco for a day at the beach. We’re incredibly fortunate to have so many beautiful places nearby that remind us just how special California is.
My career began in San Francisco, where I spent seven years working as a deposition reporter. From there, I transitioned into finance and have spent more than a decade supporting clients through detailed documentation and lending processes, including my work as a Documentation Specialist helping process auto loans for individuals with disabilities. During the COVID pandemic, I also worked in banking, assisting clients and small businesses as they navigated PPP and SBA loan processing in a fast-changing economic environment—an experience that reinforced the value of clear communication and steady support.
Now at 17 Mile Drive, I’m proud to serve as a Client Service Associate. I truly enjoy collaborating with our advisors and clients, and I’m passionate about helping people move toward financial independence with clarity and confidence. I believe in the tried-and-true power of consistent saving and investing, and I’m continually learning as I plan for my own retirement.
Outside of work, I’m a proud grandparent to eight grandchildren, with family in Danville, California and Cookeville, Tennessee. I’m grateful to be part of the 17 Mile Drive team and inspired every day by the knowledge, care, and professionalism we bring to our clients.
*Not Registered with LPL Financial.
