Financial planningInvestment Services
Hours:
M-F: 8am - 5pm
Sat-Sun: By Appointment Only
Driving Directions:
Located at the Historic Santa Maria Inn
801 S Broadway Suite 7
As a lifelong resident of Santa Maria, I take great pride in helping members of my community plan for their financial future. After earning my bachelor's degree in managerial economics from UC Davis, I returned home to start a family and serve the people and businesses that drive our community forward.
I assist business owners, young families and individuals navigating life changing events. Whether looking to grow your business, secure your family's future or adapt to a new chapter in life, my goal is to is to provide personalized strategies that add clarity and confidence, while keeping with your unique needs in mind.
My family and I enjoy staying active. Whether it's a hike, a bike ride, a day at the beach or a weekend camping trip, we love making the most of the outdoors and the community we call home.
Additionally, I am actively involved in the community, serving as a member of the Santa Maria Valley Chamber of Commerce, supporting the Alzheimer's Association, and coaching youth sports teams.