My Qualifications

I joined the financial services industry in 1996 and have worked in various venues from Abbey National Bank in London, England to, an online brokerage located on Wall Street in New York City.  In 2001 I moved to California and chose to focus my career on Financial Planning.  In early 2002, I became a founding member of FinanceGrrl – a network of female financial advisors focused on the financial education needs of Generations X, Y and Millennials.  I have been quoted in the LA Daily News and

My professional licenses include FINRA 7 and 66, held through LPL Financial, and I have completed the Certified Financial Planner® coursework at UCLA.  I holds a Bachelor of Business Administration degree from the University of Wisconsin at Madison with double majors in Management and Marketing.

I am an avid runner and have completed over 25 full and half-marathons (but I also enjoy the shorter distances).  Originally from Chicago, I've settled in Studio City with my husband Jason, daughter Ellie Ray and son Jack.  And of course, my beloved Rat Terrier, Floyd.