I arrived at Gateway Financial Advisors this year with 20 years experience in the financial services industry. My experience has largely been at the Broker/Dealer home office in areas such as Brokerage Operations, Fixed Income and Equity Trading, managing Customer Service departments and Field Training for new and existing Advisors in everything from Technology to Compliance. With a move to Chico, CA in 2006, I took my experience to the client side and worked for two Financial Advisors, developing their customer service procedures and creating financial plans and investment portfolios for clients. After my recent move to San Jose, I decided to put my experience to work for myself and my clients and struck out on my own as a Financial Advisor

My core beliefs are Equality, Education and Empowerment.  I believe everyone should have access to financial advice, not just the rich – how do you think they got that way?  I believe in educating my clients on their current financial situation and the options available to them to secure their financial future.  I believe this education empowers my clients to make sound financial decisions going forward.

I hold FINRA Series 7, 53, 63 and 66 licenses and passed my CFP® exam in July 2010.

In my free time, I enjoy my husband’s homebrew, our two dogs and volunteer work with Soroptimist International of Los Gatos-Saratoga.