My approach is for my client and me to think carefully, plan thoughtfully and act deliberately together using the highest quality tools for safeguarding and growing the money you have entrusted to me.

Services:

Financial Strategies;Building a Confident Retirement, Active Portfolio Management. Investment Choices: Mutual Funds, ETF's, Stocks; Bonds - Corporate, Municipal, Government; Retirement Plans - 401k, IRA's, SEP's (Set-up, Management and Rollovers); Variable Annuities, Long Term Care Insurance,Life Insurance and more.

Accomplishments:

Awarded in February 2013 Los Angeles Magazine: Five Star Professional Wealth Manager.

Associations:

San Fernando Valley Estate Planning Council; Soroptimist International of San Fernando Valley, President of the Board 2013-2014; BNI Past Director and International Board of Advisors; Past Chair North Valley Regional Chamber of Commerce; Financial Services Professionals; Past Chair Los Angeles Women Life Underwriter's Conference(WLUC)