Financial Advisor
.I help individuals, families, and business owners align their finances with the life they want to live. ✨ My passion is helping clients simplify complex financial decisions and create strategies that support long-term goals—from investing and retirement planning to tax-efficient wealth-building, charitable giving, and legacy planning.
I believe financial planning is about more than numbers. It's about helping people feel confident in their choices, prepared for life's transitions, and empowered to use their wealth intentionally.
I specialize in working with successful women, families, and professionals who want a trusted partner to help them navigate important financial decisions and create lasting financial independence.
When I'm not meeting with clients, you'll find me hosting educational events, building community through women-focused financial workshops, and creating resources that make financial planning more approachable and actionable.
Areas of Focus:
✨ Financial Planning
✨ Investment Management
✨ Retirement Planning
✨ Tax Planning Strategies
✨ Wealth Building for Women
✨ Legacy Planning
I'm here to help you move from uncertainty to confidence—one decision at a time.
● Bachelor of Arts in International Development - Seattle Pacific University
● Life & Health Insurance- California Department of Insurance
● Securities Industries Exam
● FINRA Series 7 General Securities Representative
● FINRA Series 66 Uniform Combined State Law
● State(s) Licensed: AZ, CA Insurance Lic. #4196514, CO, CT, ID, OR, WA
I support my community in the following spaces:
- Ventura County Leadership Academy Cohort XXIX Member
- Women’s Economic Ventures Financial Literacy Advocacy Group (FLAG) Member
- Food Share Ventura County Volunteer
- Rotary of Camarillo Volunteer
- Bachelors of International Studies, Seattle Pacific University
- Behavioral Financial Advisor™
- Series 7 - General Securities Representative
- Securities Industry Essentials
- California(Insurance Lic. #4196514)
- Connecticut
- Idaho
- Indiana
- Massachusetts
- Virginia
- Washington
Insights
Join us at an upcoming eventWe’d love to have the opportunity to meet you. We host financial workshops, volunteer opportunities and Thrivent market updates.
Sip, Swap and Shine - A Women and Wealth Closet Swap!Oct 18, 2026, 5:00 PM UTC - Oct 18, 2026, 7:00 PM UTC
SIP, SWAP, SHINE! A Women and Wealth Closet Swap Brunch Sunday, October 18th @ 10:00 am - 12:00 pmThousand Oaks | Thousand Oaks
Office location
Simi Valley Location
3605 Alamo St, Suite 320
Simi Valley, CA 93063
Phone805-590-7426HoursSimi Valley, CA 93063
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations