My mission is to help our clients make smart investment and financial decisions through professional relationships based on uncompromising integrity, trust and personalized VIP service.
Out of college, I was a Chemist for a local Biotech firm, but eventually found my calling in Financial Services. I started out as a financial advisor at AG Edwards attaining my Series 7 license. I moved to then, Citi Smith Barney which is now known as Morgan Stanley as a Senior Registered Client Service Associate. After Morgan Stanley and UBS, I found my home at Capital Growth, Inc in 2015.
I was born and raised in Modesto, CA and moved to San Diego in 1996 to attend UC San Diego. After graduating from UCSD and a brief move back to Modesto, I ended back up in San Diego where I am happy to call it home. I am married to my husband, Simeon and we have 3 children – Jaden, Asher and Madelynn. I enjoy volunteering as a soccer coach for the San Diego Soccer Club, traveling and being with my friends and family.
Your Life Insurance Annual Audit Checklist