Experience

I began my career in the financial services industry in 1990, and joined UBS in 2004. Over the past 25 years, I have helped clients manage their wealth throughout good times and bad. I am committed to listening to you, assessing your concerns and helping to ensure that all of your assets are working together toward the goals you’ve set.

With my clients, I emphasize asset allocation and total portfolio management with a focus on retirement income planning; I also help them with education funding, structures for charitable giving and estate planning. I am FINRA registered and hold Series 7, 9, 10, 24 and 63 securities licenses as well as licenses for life, accident and health insurance and variable annuities.

My bachelor’s degree in finance is from California State University, Sacramento. My wife and I live with our three children in Davis, CA.

I began my career in the financial services industry with UBS Financial in 2008. As a Certified Financial Planner (CFP®), I bring valuable planning insight to each client relationship, and I'm passionate about helping clients fulfill their financial goals.

I am FINRA registered and hold Series 7, 66, and California state life insurance licenses. I graduated from the University of Connecticut with a B.A. in anthropology and psychology and earned my M.A. in anthropology from California State University Sacramento. I enjoy spending time with my husband and our children, as well as scrapbooking and backpacking.

I started in the financial services industry in 1982, and have held many titles throughout my career. Most recently I served as Administrative Manager for UBS Financial in the Sacramento branch before joining Generations Wealth Management as Team Administrator.

I am FINRA registered and hold Series 7, 8, and 63 securities licenses. I look forward to utilizing my unique skill-set to enhance client experience. In my free time I enjoy spending time with my children and grandchildren.