I’m a proud Bay Area native, born and raised in Walnut Creek, now living in San Ramon. From peaceful walks in Tilden Park to beach days in San Francisco, I’ve always found inspiration in the natural beauty that surrounds Mt. Diablo—and I feel incredibly fortunate to call this place home.
My career began in the legal field as a deposition reporter in San Francisco, before I transitioned into finance, where I’ve spent over a decade supporting clients through complex documentation and lending processes. During the pandemic, I played a key role in helping individuals and small businesses navigate PPP and SBA loans—a season that deepened my belief in the importance of clear, steady support.
Now at 17 Mile Drive, I serve as our Client Service Associate—I am dedicated to ensuring every client experience is seamless, supported, and grounded in care. I love collaborating with our advisors and clients alike, and I find real joy in helping others move toward financial independence with clarity and confidence.
With a third grandchild on the way, I’m also focused on my own financial future. Working with this team continues to motivate me both professionally and personally—and I’m proud to play a part in the meaningful work we do every day.
*Not Registered with LPL Financial.
