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$7 trn
UBS Group invested assets
As of 12/31/2025
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Executive Director
Market Director
At my core, I love building things—whether it’s a trusted relationship or a resilient investment portfolio. I work best with clients who value partnership, insight, and clear thinking, and who want a thoughtful guide as they navigate important financial decisions. Together, we build more than financial plans and portfolios—we build clarity and confidence, so clients can move forward with power and purpose.
I bring more than three decades of experience in wealth management, working with high‑net‑worth individuals, business owners, senior executives, families, and foundations. I help clients navigate complexity and design long‑term strategies that reflect both their financial goals and their values.
In addition to my advisory practice, I have the pleasure of leading the Carmel Valley and Rancho Bernardo offices. Earlier in my career, I led advisory teams across the country and co‑managed a large‑cap growth mutual fund in New York—experience that continues to inform my disciplined, investment‑focused approach with clients today.
I earned my MBA from the UCLA Anderson School of Management and a BA in English and Political Science from UCLA. I hold the Chartered Financial Analyst® (CFA®) and Chartered Alternative Investment Analyst® designations and am a member of the CFA Institute and the CFA Society of San Diego.
My husband, son, and I have called San Diego home since 2006, and we are the proud owners of a rescue dog. I have the honor of serving on the board of The Old Globe, and in my free time I enjoy painting, attending local plays, and listening to live music.
Education
Credentials
Executive Director
Market Director
At my core, I love building things—whether it’s a trusted relationship or a resilient investment portfolio. I work best with clients who value partnership, insight, and clear thinking, and who want a thoughtful guide as they navigate important financial decisions. Together, we build more than financial plans and portfolios—we build clarity and confidence, so clients can move forward with power and purpose.
I bring more than three decades of experience in wealth management, working with high‑net‑worth individuals, business owners, senior executives, families, and foundations. I help clients navigate complexity and design long‑term strategies that reflect both their financial goals and their values.
In addition to my advisory practice, I have the pleasure of leading the Carmel Valley and Rancho Bernardo offices. Earlier in my career, I led advisory teams across the country and co‑managed a large‑cap growth mutual fund in New York—experience that continues to inform my disciplined, investment‑focused approach with clients today.
I earned my MBA from the UCLA Anderson School of Management and a BA in English and Political Science from UCLA. I hold the Chartered Financial Analyst® (CFA®) and Chartered Alternative Investment Analyst® designations and am a member of the CFA Institute and the CFA Society of San Diego.
My husband, son, and I have called San Diego home since 2006, and we are the proud owners of a rescue dog. I have the honor of serving on the board of The Old Globe, and in my free time I enjoy painting, attending local plays, and listening to live music.
Education
Credentials
The challenges women breadwinners face embracing their financial clout
Women are contributing more to their families’ incomes than ever before. Yet many remain less engaged than men in decision-making about the money they’ve earned. Why?
We believe financial participation, comprehensive planning and the support of financial professionals can help correct this imbalance. See how in our latest Own your worth report, “Tradition, trust and time: The challenges women breadwinners face embracing their financial clout.”
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
