With more than 37 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 and prior to that served in various accounting and administration roles.  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. 

My husband, Carlos, and I have two children, Nico and Mattias.  Nico works as a firefighter with Cal Fire, and Mattias is training to be an electrician.  In my spare time, I enjoy working in my yard, traveling, and entertaining friends and family.

I began my financial services career career nearly 25 years ago with A.G. Edwards, which was acquired by Wachovia Securities and subsequently Wells Fargo Advisors.  I enjoy working with our clients and providing top-tier service to help them pursue their financial goals. 

A Southern California native, before transitioning to the financial services industry, I worked in advertising and human resources.  I then moved to Ferndale, where I met my husband, Don, and my bonus son, Vince.  I adore my family and friends.  In my spare time, I enjoy traveling, growing veggies in my garden, walking my dog, Sophia, visiting my grandkids, and socializing with friends.

After being a stay-at-home-mother for many years, I moved to Ferndale in 1997 to work as an innkeeper for the Gingerbread Mansion, which instilled the values of great customer service.  I have been in the financial services industry for 20 years and joined Stifel in 2021 and am privileged to work with a wonderful team of professionals.

I grew up in Utah and Colorado and now reside in California.  Family is very important to me – I have four children and two grandchildren.  My daughter, Megan, and her husband keep busy with their careers and raising their two sons.  My daughter, Cassie, is an author and lives in New Hampshire, and her husband is a pilot for Jet Blue.  My son, Daniel, works for Google, and my youngest son, Benjamin, and his wife live and work on San Juan Island.  

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