Personal

I live in Simi Valley, CA with my husband Tony and our two dogs, Olive and Wyatt. My late mother-in-law dubbed me an "outside person", and I truly am. Together we go hiking, backpacking, fly fishing, and golfing. We spend a lot of time watching soccer, from grandchildren to the CSUN college games. Most of all, we enjoy spending time with our family, which is very large and very extended.

Professional

I'm committed to helping you get closer to your dreams. When you partner with me, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free. I strive to provide you the best experience possible.

Years of Experience

Representing Northwestern Mutual since 1990.

Education

California State University, Northridge - Business Administration (Masters)

Awards and Recognition

  • National Association of Insurance and Financial Advisors Quality Award 2014
    • Award recognizing commitment to excellence in service to clients and industry
  • National Quality Award 1994, 1999, 2002
    • Award recognizing persistency and performance

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

Simi Sunrise Rotary Club

I have been a member of Simi Sunrise Rotary Club since 2005. I've served as Community Service Chair for SSRC in 2007/2008, and 2011/2012, served as Programs Co-Chair in 2010/2011, Club Service Chair in 2013/2014, Foundation Chair from 2014 - 2017, Club Secretary in 2017/2018, Present Elect in 2018/2019, and will serve as President in 2019/2020. I have received 4 Paul Harris Fellows. As a member of SSRC, we put on the Simi Valley Cajun & Blues Festival. I've worked both as a Volunteer Coordinator and on the Corporate Sponsor Committee. This Festival has given back over $1.5 million to the community of Simi Valley over the past 27 years.

Simi Sunrise Rotary Charitable Foundation

I've served on the Board of the Simi Sunrise Rotary Charitable Foundation which provides college and vocational scholarships to high school seniors in Simi Valley.

Leadership Simi Valley

Graduated from Leadership Simi Valley in 2011. LSV is a program sponsored by the Simi Valley Chamber of Commerce. It is a ten-month program designed to develop leadership potential within the community. The program brings together individuals with diverse backgrounds and experiences who have demonstrated a potential for leadership and commitment. The class focuses in-depth on a variety of topics that include federal, state and local government, business and economic development, law enforcement, media, education, health and human services, quality of life and the arts, and ethics.

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline