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 in Palm Springs as an Edward Jones financial advisor. I am currently accepting 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!
I have always believed strongly in giving back to my community. In addition to being an active member of the Palm Springs Chamber of Commerce, I am also a diplomat for the Desert Business Association (the 2nd oldest LGBT Chamber of Commerce in the US). I am a committee member for Partners For Life, the sustaining donor group benefiting the Desert AIDS Project and a Business Partner of The LGBT Community Center of the Desert.
Born and raised on Long Island, NY, I graduated from the University of Michigan in Ann Arbor, where I studied economics and French.
My office is located in Palm Springs at The Abbey Office Complex located at 340 S Farrell Drive, Suite A102, between Baristo and Ramon.
- LGBT Finances
- Domestic Partner Finances
- Retirement Savings Strategies
- Insurance & Annuities
- College Savings
Please contact me to set up an appointment anytime. I look forward to meeting you!