As a Financial Advisor at Marigold Financial Partners and an LPL Registered Representative, I help individuals and families align their financial decisions with their life goals.
With over 15 years of experience in the financial services industry—including 10 years as a financial educator—I focus on providing clear, strategic, and personalized guidance to empower clients at every stage of life.
As a Certified Exit Planning Advisor (CEPA) and the daughter of an entrepreneur, I have a deep appreciation for the unique challenges small business owners face. I’m especially passionate about helping them build tailored exit strategies so they can transition out of their businesses smoothly—and enjoy the full rewards of their hard work in retirement.
Whether you’re preparing for retirement, growing your wealth, or navigating a major life change, I bring an education-first approach to financial planning that reflects your goals, values, and vision for the future.
Let’s work together to create a plan that supports the life you want to live—now and in the years ahead.
Currently, I live in Orange County, where I enjoy surfing, spending time with my family, and staying active as an avid CrossFitter. These passions keep me grounded and energized—just like the work I do helping clients pursue financial clarity.
Together - Let’s turn your financial goals into lasting confidence.