As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.
I've worked in the banking and financial services industry since 2001. I help clients succeed by providing comprehensive wealth management strategies tailored to their specific needs. I direct teams of wealth specialists to provide services that help my clients work toward their goals.
I live in Marina del Rey, and serve clients in West Los Angeles, Beverly Hills and Silicon Beach. I enjoy being a passionate advocate for my community. I serve as a member of the Board of Directors for the Special Needs Network and the West Hollywood Chamber of Commerce. I also find joy in mentoring middle and high school-aged girls through the EmpowHer Institute. In my spare time, I love fitness training, traveling and spending time with my husband and two children.
It’s time to close the gender gap on investing and increase the number of savvy female investors. A number of studies continue to indicate women struggle with a lack of confidence when it comes to taking charge of their wealth. These resources are meant to support changing that.
We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.