Experience and Background
My husband, Stephen, and I (and our two adorable pups Oscar and Sophie) relocated to Palm Springs from Los Angeles in early 2017. After visiting the desert for 20-plus years and owning a vacation home here for five years, we often dreamed of living and working here full-time. We are thrilled to have been able to make this transition a reality.
In 1986, I got my start in the financial services industry and am excited to now be able to service my clients locally as Palm Springs' newest Edward Jones financial advisor. I am currently excepting new client relationships and am also happy to review your existing account relationships. I have spent my career assisting clients with a variety of products and services. I also have worked closely with many of their estate planning attorneys and CPAs in order to provide my clients with a more complete financial picture. Customer service is my number one priority! My office is in downtown Palm Springs in The 500 Building (formerly known as the Alan Ladd Building).
I am quite active in the community and have always believed strongly in giving back. In addition to the volunteer work I do with Digicom Learning, where Stephen is the COO, I am also an active member of both the Desert AIDS Project and The LGBT Community Center of the Desert. Born and raised in Long Island, NY, I graduated from the University of Michigan in Ann Arbor, where I studied economics and French.
Please contact me to set up an appointment anytime.
Now Accepting New ClientsFocus Areas
- LGBT Finances
- Domestic Partner Finances
- Retirement Savings Strategies
- Insurance & Annuities
- College Savings