
Let's put your plans in motion
Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.

What to expect
- Meaningful conversation about your priorities, values and financial goals.
- Purpose-based advice that aligns to what you care about most.
- Solid financial strategies that use money as a tool, not a goal to help get you where you’re going.
So, dream big, and set up a time for us to connect and identify your first step!
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Location
Ventura Office
- Phone:
- 805-644-4790
- Mobile:
- 805-507-3953
Hours
M – F: 9 a.m. – 5 p.m.