With nearly 40 years of experience as a financial advisor, I leverage my knowledge and Stifel’s vast resources to provide my clients with personalized investment planning. At Stifel, we believe that our clients should always come first. This philosophy provides me the freedom to focus on their unique financial goals, needs, and desires. With your financial situation at the center, I can help you develop a diversified investment portfolio, which may include a combination of stocks, bonds, mutual funds, and alternative investments.

I actively support many local organizations, including Ferndale Senior Resource Agency, Ferndale Cemetery Association, Ferndale Chamber of Commerce, and Ferndale Repertory Theatre. I enjoy boating, traveling domestically and internationally, and spending time with Brian, friends, and our two cats.

Diversification does not ensure a profit or protect against loss.

Prior to joining Stifel in 2021, I worked for Wells Fargo Advisors for more than 10 years. I firmly believe financial planning should be empowering for clients. Stifel’s wide variety of financial products and resources as well as client centered philosophy allows me to provide individualized retirement planning, tax-efficient strategies, and goal-based investment portfolios. One of the most enjoyable parts of my career is helping clients develop a plan to pursue their goals and seeing them live their dreams in retirement.

Born and raised in Ferndale, I attended both Ferndale Elementary and High School and have a BS in Psychology and an MBA. 

My husband, Carlos, and I share our lives with our two wonderful sons, Nico and Mattias. I currently serve on the Board of Critters without Litters, a low cost spay/neuter clinic. In my spare time, I enjoy working in my yard, traveling, and entertaining friends and family.

Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.

With more than 25 years of experience in the financial services industry, I began my career at A.G. Edwards, which later became part of Wachovia Securities and ultimately Wells Fargo Advisors. Over the years, I’ve remained committed to delivering exceptional service and building lasting relationships with clients as they work toward their financial goals.

Before entering the financial sector, I built a foundation in advertising and human resources. A native of Southern California, I eventually made my home in Ferndale, where I met my husband, Don, and my bonus son, Vince.

Outside of work, I enjoy traveling, gardening, walking with friends, visiting my grandchildren, and dinner parties with friends and family.

I grew up in Utah and Colorado and now reside in California. My four children and three grandchildren live in Washington and in New Hampshire.

After I moved back to Ferndale in 1997, I worked as an innkeeper for the Gingerbread Mansion, which helped instill the values of great customer service.

I have been in the financial services industry for more than 20 years and joined Stifel in 2021. Being a part of a wonderful team of professionals that put clients first and help them pursue their financial goals is important to me.

Outside the office, I enjoy spending time with my family and friends, reading, hiking, traveling, and creating textile arts.